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
  Jewish United Fund 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
  Jewish Federation of Metropolitan Chicago Account #: 7195-0495

When shares are received at Charles Schwab we are not able to see who transferred the shares so please notify JUF before making your gift of securities by filling out the form below.

If you have any questions please call Larry Wolf at 312‑357‑4784 or email [email protected].

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Gifts of Stocks and Securities

Marketable Securities

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One fund. So much impact.