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Gifts of Stock | Donations | PJCC

A gift of appreciated stock generally offers a twofold tax savings. First, you avoid paying any capital gains tax on the increase in the value of the stock. Second, you receive a charitable income tax deduction for the fair market value of the stock on the date it is transferred. Make sure you have owned the stock for a "long-term" period (more than 12 months) to qualify for these tax advantages. Gifts of appreciated stock are fully deductible--up to a maximum of 30% of your adjusted gross income. Please check with your accountant or tax advisor about how a gift of stock to the PJCC can help you reach your financial goals.

To facilitate the transfer of securities, please use the following information:

Brokerage Firm: Morgan Stanley Dean Witter
Contact: Greg DeSurville
Email: greg.desurville@morganstanley.com
Phone: 415.693.6027; 800.347.3488 ext. 6027
FAX: 415.693.6131
DTC #: 015

For the benefit of Peninsula Jewish Community Center (PJCC):

Account #: 101-024474
Tax ID #: 94-3227262

Please let us know in advance if you are transmitting securities via DTC by contacting Terri Forman, Associate Executive Director, Development at 650.378.2744 or tforman@pjcc.org . Please include your name, your complete address, the name and number of the securities you intend to transfer, your broker’s name and telephone number, the date of the stock transfer and the approximate value of your gift. You may also find it convenient to send us a copy of the letter of authorization to your broker. You can send it by fax to Development at 650.378.2799.

 

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The PJCC is a non-profit organization that relies upon generous donations to continue serving our community and those in need. A beneficiary agency of the Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties and the Jewish Community Endowment Fund. The PJCC is a proud member of the North Peninsula Jewish Campus and of the JCC Association of North America.

Peninsula Jewish Community Center 800 Foster City Blvd. Foster City, CA 94404 :: 650.212.PJCC :: info@pjcc.org
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