WAYS TO GIVE

Securities Transfer

waystogive_securitiestransferShare the wealth while reducing the cost of your donation.

Donating publicly traded stock that has increased in value may provide better tax benefits than giving cash. It is easy and convenient to make such gifts to JCA.

By donating long-term appreciated securities (stocks, bonds or mutual funds), you can avoid the capital gains tax that would be due if you sold the same securities for personal benefit. You may also save on brokerage fees because you are transferring rather than selling stock. We strongly advise, however, that you contact your accountant or tax adviser to determine the exact income-tax implications of your gift.

DTC TRANSFER INSTRUCTIONS

Account Title/FBO: Jewish Council for the Aging

Account #: 083-020758-061

DTC #: 0015

Federal Tax ID # 52-0983740

Contact:

Deborah A. Sacramo, Portfolio Associate
The Fishbein Group at Morgan Stanley
702 King Farm Boulevard, Suite 500
Rockville MD  20850

Phone: 301.556.2340

Fax: 301.556.2399

Here are three important notes:

  1. Our transfer information changed in the spring of 2015, so it is important to use the information above.                          
  2. Upon transferring securities, please let us know the name(s) of the securities you transferred and the date of your transfer request. Without that information, it is sometimes difficult or impossible to match names with transfers, yet we certainly want to thank you and to do so promptly.
  3. To provide us with the transfer information noted above or to request additional information from JCA, please call 301.255.4231 or 703.652.1511. Or use the form below.

Questions? Call for more information, or use this form to contact us by email:

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