Gift Of Stock



DONATE TO THE BOULDER JCC WITH A GIFT OF STOCK
 
Making a gift of securities is simple and offers a number of valuable financial benefits:

  • You can donate appreciated stocks, bonds, or mutual funds
  • The total value of the stock upon transfer is tax-deductible
  • There is no obligation to pay any capital gains taxes on the appreciation

To help you facilitate a gift of stock, please follow the instructions below. If you have a specific question, please contact Jonathan Lev, Executive Director.

INSTRUCTIONS FOR DONATING A GIFT OF SECURITIES

For gifts/transfers of securities, you will need to provide your broker with the following information:

Boulder JCC Broker: Charles Schwab
Client Name: Boulder Jewish Community Center
Account Number: Please contact Jonathan Lev
Delivery to DTC Clearing Number: Please contact Jonathan Lev
EIN #: 84-1322996

Note: If you make a gift of stock or securities, please notify the JCC as often your name and donation intent will not accompany your transfer. Please send an e-mail with the following information Jonathan Lev.

  • A description of the donated security or securities
  • The number of shares
  • The donor name
  • The specific designation for the gift, i.e. endowment, capital campaign, operations, or scholarships

Thank you for your interest in supporting the Boulder JCC.