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DONATE TO THE BOULDER JCC WITH A GIFT OF STOCK
Making a gift of securities is simple and offers a number of valuable financial benefits:
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You can donate appreciated stocks, bonds or mutual funds
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The total value of the stock upon transfer is tax-deductible
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There is no obligation to pay any capital gains taxes on the appreciation
To help you facilitate a gift of stock, please follow the instructions below. If you have a specific question, please contact Jonathan Lev, Executive Director at 303-449-3996 or jonathan@boulderjcc.org
INSTRUCTIONS FOR DONATING A GIFT OF SECURITIES
For gifts of appreciated securities, please provide your broker with the following information to facilitate the transfer of shares:
Boulder JCC Broker: Charles Schwab
Client Name: Boulder Jewish Community Center
Account Number: Please Contact Jonathan Lev
Delivery to DTC Clearing Number: Please Contact Jonathan Lev
EIN #: 84-1322996
Note: It is important to notify the JCC as often times your name and donation intent will not accompany the electronic transfer shares. Please send an e-mail with the following information to jonathan@boulderjcc.org
A description of the donated security or securities
Thank you for your interest in supporting the Boulder JCC |
