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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.

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: Gail Baer, Vice President of Philanthropic Services, 602.452.4698 or Terrence Daniels, CEO 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
  • Check out some resources to help you get the guidance and support you need.
  • Learn more about the lives that have been impacted by the programs and people at JFCS.