Security Transfer Instructions

Thank you for supporting The Jewish Federation

Your financial advisor/broker may require a written request to process your gift to The Jewish Federation. For your convenience, we created a Transfer Request letter to send to your financial advisor/broker. If used, please send a copy to the Donor Center (contact information below). If a written request is not required, please provide your financial advisor/broker with the information below, as applicable.

 

DEADLINES TO INITIATE TRANSFERS

Please initiate your gift by the following dates to maximize the chance that the transfer is complete by year end:

Mutual Fund Transfers (directly held with the fund company)
November 1
ACAT Transfers (for firms that do not have DTC capabilities and for mutual funds)
December 1
DTC Transfers (equities (e.g., stocks, ETFs and UITs))
December 15

For equity transfers (e.g. stocks, ETFs and UITs), use the following:

DTC TRANSFER INSTRUCTIONS
Account Title: The Jewish Federation of Greater Washington

Account #: 5G 58435

DTC #: 0221

Contact:

Attention: Nicole Lyons and
Mark Rosenberg
UBS Financial Services, Inc.
1 North Wacker Drive, Suite 2500
 Chicago, IL 60606
312-525-4643

For firms that do not have DTC capabilities and for mutual funds, use the following:
ACAT/MUTUAL FUND TRANSFER INSTRUCTIONS˚ACAT #: 0221Account Title: The Jewish Federation of Greater Washington Account #: 5G 58435˚If your mutual fund is held with Vanguard or directly with another mutual fund company and not a broker, please have the fund company contact Nicole Lyons directly at 312-525-4643 as mutual fund transfers may require additional processes.Please memo the donor name when
processing the transfer.

DONOR CENTER CONTACT INFORMATION

Phone: 301-230-7239
Fax: 301-348-7272

NOTE NEW ADDRESS
The Jewish Federation of Greater Washington
Attn: Donor Center
6101 Executive Blvd., Suite 100,
North Bethesda, MD 20852

Important Note:
Gift receipt is determined when the investment reaches The Federation’s brokerage account. The “gift value” is determined by the average of the high and low prices on the day the investment is received in The Federation’s brokerage account.