Gifts of Stock
With a gift of appreciated stock, you support people in need while bypassing capital gains taxes and receiving substantial income tax deductions. Making a stock donation to JFCS is as easy as it is impactful!
1. Decide which stock and the number of shares you wish to transfer to Jewish Family and Children’s Services (JFCS).
2. Provide written instructions to your broker to deliver those shares to either of the following accounts that have been established for JFCS*:
| Charles Schwab & Co., Inc. Account Number: 4752-1329 Direct Transfer Number: 0164 (Any Broker) Phone: 800-435-4000 |
Bernstein Private Wealth Management Account Number: 033-25307 Direct Transfer Number: 0013 Broker: Jason Nossiter Phone: 415-217-8047 |
JFCS Federal Tax ID Number: 94-1156528
3. Copy your letter of instruction to:
Barbara Farber
Director of Development
Jewish Family and Children’s Services
PO BOX 159004
San Francisco, CA 941115
Phone: 415-449-3858
Fax: 415-767-4819
Email: [email protected]
Download our stock gift instructions as a PDF.
As with all important financial decisions, you may want to consult legal and financial professionals for advice.
