Gifts of Stock
Gifts of stock entitle the donor to a tax deduction at the appreciated value of the stock with no capital gains tax. When you are prepared to make your gift, please notify Donna Triplett, Vice President of Development & Communications at 414-225-1345 or dtriplett@jfsmilw.org. Please ask your broker or bank to include your name and gift designation in the transaction description.
Brokerage Accounts:
Stifel, Nicolaus DTC# 0793 Beneficiary Account #ML01-4504-0349
Contact: Elliott Katz or Larry Feldmesser at 262-243-3125
Beneficiary Account Name: Jewish Family Services, Inc. Originator to Beneficiary Information (OBI): Donor Name
RBC Wealth Management DTC# 0235 Beneficiary Account #313-824-49
Contact: Bob Chernow at 414-347-7089
Beneficiary Account name: Jewish Family Services, Inc. Originator to Beneficiary Information (OBI): Donor Name