• Home
  • |
  • En Español
  • |
  • Contact Us
  • |
  • Log-in


 

Donate Stock

HOW TO DONATE STOCK TO JFCS

Step One: Transfer Stock

BY ELECTRONIC TRANSFER

Provide your broker or financial advisor with the following information:

-Account Name: Jewish Family & Children's Service

-Charles Schwab Account: 4752-1327

-DTC Clearing # - 0164

-Code 40

-Tax ID #86-0096781

Make sure that your name, address, and account number are included in the transaction to Charles Schwab. If your institution requires a letter of authorization, please view our SAMPLE AUTHORIZATION LETTER HERE

Step Two: NOTIFY JEWISH FAMILY & CHILDREN'S SERVICE

To ensure proper crediting of your stock donation, please have your broker or you may contact JFCS: Frank Jacobson, Vice President of Philanthropic Services, 602-567-8329 or Teresa Celaya-Garner, Chief Financial Officer at JFCS 602-567-8351 to notify us that the transfer is underway.

 

Be prepared to provide the following information:

-Date of stock transfer

-Charles Schwab Account: 4752-1327

-Number of Shares

-Name of Stock

-Correct spelling of your name

-Your complete mailing address

Back to Top