Each year, more and more JFCS donors are choosing to make their gifts through appreciated stock. By choosing a stock gift, you gain the satisfaction of supporting people in need, while bypassing capital gains taxes and receiving substantial income tax deductions.

To calculate the actual cost of your gift after tax benefits are taken into account, click here.

1. We ask that you or your broker contact JFCS to inform us of your intention to make a stock gift. That way, we can monitor the progress of the transaction and acknowledge your gift accurately and appropriately upon its completion.
   
   
2. Call Karen Gordon at (415) 449-1256 or KarenG@jfcs.org. JFCS has already established accounts with most brokers and Karen will provide you with the account and DTC numbers you need to make a gift transfer directly to one of these charitable accounts. Most current stock donations are made through direct broker-to-broker transfer, but we are also prepared to handle donations where the actual stock certificates are transferred.
   
   
3. Write a letter to your broker instructing him/her to deliver a specific number of shares of a specific stock to an already established account in the name of Jewish Family and Children's Services. Please be aware that the stock must NOT be sold until it reaches a JFCS account, as you will incur tax liability on the appreciated amount of the stock if this occurs. If JFCS does not have an established account with your broker, we can help you to establish one.

Please ask your broker to direct any questions regarding these delivery instructions to Karen Gordon at (415) 449-1256. Thank you, again, for your gift.