Stock and Mutual Fund Gifts to Federation

Your generous gift to the Community Campaign will help enrich Jewish life in the East Bay, Israel, and around the world. When combined with the gifts of others, it mobilizes the power of many to make a meaningful difference.

Security Transfer Instructions

To transfer stock to the Jewish Federation of the East Bay:

  1. Complete the Stock Transfer Form.
  2. Send the original copy of the Stock Transfer Form to your broker.
  3. Very important:
    Fax, email or mail a copy of the Stock Transfer Form to Federation:

Jewish Federation of the East Bay
PO Box 370
Berkeley, CA 94701-0370
Phone: 510.809.4916
Fax: 510.318.8344
cfo@jfed.org

Your Charitable Tax Deduction:
For tax purposes, your deduction will equal the average of the high and low on the date of the gift. The gift date is the day the securities were transferred to the Federation.

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