Stocks and Wire Transfers

Making a gift of stock is simple and offers a number of valuable financial benefits. You can donate appreciated stocks, bonds, or mutual funds, and there is no obligation to pay capital gains taxes on the appreciation.

For gifts/transfers of stock, provide the following information to your broker:

    • Boulder JCC Broker: Charles Schwab
    • Client Name: Boulder Jewish Community Center
    • EIN #: 84-1322996
    • For the Account Number and Delivery to DTC Clearing Number, please contact Heidi Dormody at

Please notify the Boulder JCC of any stock or securities that you plan to transfer. Include the following information:

  • Description of the donated security or securities
  • Number of shares
  • Your name
  • Specific designation of the gift (i.e. operations, Early Childhood Center, endowment, etc.)

To make a gift via wire transfer, please contact Heidi Dormody at for the Boulder JCC’s routing and account numbers.