Stock Transfer Instructions
We appreciate your interest in donating stock to The Jewish Federation of Greater Washington.
In order to transfer stock, you need to send your broker a letter specifying the name of the stock and the number of shares that you would like to gift to the Federation. Please indicate in your gift letter the following instructions:
The Jewish Federation of Greater Washington
Account #5G 58435
Mr. Mark Rosenberg, Broker
UBS Financial Services, Inc.
1 North Wacker Drive
Chicago, IL 60606-2825
Please fax or mail a copy of the instruction letter given to your broker to the attention of Donor Center so that we can ensure a smooth transfer. The fax number for Donor Services is (301) 230-7272. Should you have any questions or if we can be of further assistance, please to do not hesitate to contact us at (301) 230-7239.
1. The above instructions pertain to stock only. Mutual fund transfers may require different instructions, depending on the fund type. Please contact us directly to discuss the details of your transfer.
2. The “gift value” is determined by the average of the high and low day the stock is received in our account.
(301) 230-7239 phone
(301) 230-7272 fax