Donate » Gifts of Stocks and Securities

A gift of appreciated securities is a popular alternative to a cash gift because it actually saves taxes twice. You receive an income tax deduction for the full fair market value of your securities (if you’ve held them for more than one year) plus you also save the capital gain tax on the appreciation.

Marketable Securities

• If your stock is in a broker account, please instruct your broker to transfer the stock to JUF electronically as follows:
  • If this gift is for the Jewish United Fund, use the following account:

    Broker name:

    Charles Schwab & Co.

    DTC #:

    0164

    JUF Account #:

    4752-3185

  • If this gift is for the Jewish Federation of Metropolitan Chicago or for a Donor Advised Fund, use the following account:
    

    Broker name:

    Charles Schwab & Co.

    DTC #:

    0164

    JUF Account #:

    7195-0495

• When shares are received at Charles Schwab, we do not know who the donor is, so please notify JUF before making your gift of securities by filling out the form on this page or by calling Larry Wolf at 312-357-4784 or email stock@juf.org.
• If you hold the stock certificate(s) yourself, mail them (unsigned) and a completed stock power form (PDF) to the address below. Sign a stock power for each certificate exactly as your name appears on the face of the certificate and mail the certificates and signed stock power to us separately via certified mail.
  Jewish United Fund
  30 S. Wells St., Suite 4050
  Chicago, IL 60606

  Jewish Federation of Metropolitan Chicago
  30 S. Wells St., Suite 4050
  Chicago, IL 60606
• If stock is registered in more than one name, each person must sign the stock power form.
• If you are giving more than one type of stock, send a stock power form for each stock.

Please notify JUF before making your gift of securities by filling out the form on this page.

If you have any questions please call Larry Wolf at 312-357-4784 or email stock@juf.org.