Instructions for Stock Donations

 

Thank you for your interest in making a gift of stock to the Federation. A stock donation is an excellent way to achieve your giving objectives while maximizing your personal tax benefits. Please complete the following simple steps:

 

1. Instruct your broker to transfer the shares to the Federation’s Charles Schwab account #4751-9829. If requested, the DTC number is 0164.


2. Call or email Laurel Cyrluk (408) 357-7505; laurel@jvalley.org at the Federation to alert her stock will be transferred. Please leave a voice message with the information requested; someone will call you with a confirmation. This is very important. We need to know the following information in order to correctly identify the transaction to the donor:


a. Name of stock
b. Number of shares
c. Name of donor
d. Campaign to which proceeds should be applied.


3. We will attempt to sell the stock immediately upon receipt. You will receive a confirmation from the Federation shortly after the completion of the transaction.

 

This should take only minutes of time to complete. If you have any questions, please call us at (408) 358-3033.

 

Thank you for living generously.