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