Donating publicly-traded stock, mutual funds and options that have appreciated in value can be very tax advantageous.
To donate stocks directly to Jewish Family Services (JFS) please have your broker call our Finance Department at (585) 506-3066 Please note that the value of your stock gift to us is calculated by taking the average price of the stock the day it enters a Jewish Family Services account.
The Finance Department will obtain the necessary information to pass along to your broker to complete the transfer of your stock gift. In order to accurately record receipt of your gift, please have your broker send us the following information:
- Number of Shares and Name of Stock
- CUSIP of the stock
- DTC Number of the institution sending the stock
- This information must be sent to us prior to making the electronic transfer of Stock to JFS.
- If you have any questions regarding Stock Donations, please call our Finance Department at (585) 506-3066 or email klang@jfsrochester.org. We’ll be happy to assist you.
