Securities

To donate stocks directly to JFS Rochester, please have your broker contact our Finance Department at (585) 506-3066 or klang@jfsrochester.org. In order to accurately record receipt of your gift, please have your broker send us the following information:

• Number of Shares and Name of Stock
• CUSIP of the stock
• DTC Number of the institution sending the stock
• This information must be sent to us prior to making the electronic transfer of Stock to JFS.

Please note that the value of your stock gift to us is calculated by taking the average price of the stock the day it enters a Jewish Family Services account.

JFS Rochester does not provide tax advice. Please consult a tax professional, financial planner, and/or attorney in regards to your personal circumstances and what option helps best meet your financial and philanthropic goals