Donate Stock

The easiest way to donate stock to Jewish Family Service is to have your broker call our Development Department at 414-390-5800. We'll take care of all the details, and send you a letter of thanks acknowledging your contribution.

If you maintain an account at any of the brokerage companies listed below, you can make a donation to the Jewish Family Service by instructing your broker to transfer stock from your account to the JFS account. Please have your broker notify us regarding your donation so that we can properly record and recognize your gift.

Call our Development Department at 414-390-5800 to obtain our account number at any of these firms:

• Stifel, Nicolaus
• Charles Schwab
• RBC Dain Rauscher

If you do not maintain a brokerage account at a company listed above, please call the Development Department to obtain the necessary information to pass along to your broker to complete the transfer of your stock gift.

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
• QSIP of the stock
• DTC Number of the institution sending the stock

If you have questions regarding stock donations, please call our Development Department at 414-390-5800 or e-mail us at slyne@jfsmilw.org. We'll be happy to assist you.