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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 heidi.dormody@boulderjcc.org

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 heidi.dormody@boulderjcc.org for the Boulder JCC’s routing and account numbers.