It is VERY IMPORTANT that you contact us to let us know the donation is coming. By law, brokers can not disclose the name of the donor to us. We must contact our broker to let them know the donation is coming and who it is coming from in order for us to credit the donation to you or your existing pledge.
To start the transfer process, you will need to contact your broker to initiate the transfer. The broker will ask you for the following information about where the stocks should be transferred:
Contact the Jewish Federation of Howard County by calling us at 410-730-4976 x106 or emailing us at firstname.lastname@example.org
Please provide the following information:
Name of your broker, and contact information
Number of shares being donated.
Name of the securities being donated
Approximate value of the donation
Please note: your gift of stock is valued, for tax purposes, at the mean of the high and low on the date of the transfer. This may vary from the actual donation received by the organization on the date the stock is sold.