Security Transfer Instructions
Thank you for supporting The Jewish Federation
DEADLINES TO INITIATE TRANSFERS
Please initiate your gift by the following dates to maximize the chance that the transfer is complete by year end:
Attention: Nicole Lyons and
|For firms that do not have DTC capabilities for mutual funds, use the following:
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.
DONOR CENTER CONTACT INFORMATION
NOTE NEW ADDRESS
The Jewish Federation of Greater Washington
Attn: Donor Center
6101 Executive Blvd., Suite 100,
North Bethesda, MD 20852
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.