
Provide your broker or financial advisor with the following information:
Make sure that your name, address, and account number are included in the transaction to Charles Schwab.
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: