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
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