DO_topscroll_11-14.jpg

Make a Gift of Securities

The Osher Marin Jewish Community Center (JCC) welcomes your gift of securities. Making a gift of securities is often one of the best ways to maximize the tax benefits of your gift, particularly if the securities have appreciated in value since you originally purchased them.

Examples of securities gratefully accepted include stock, shares in a mutual fund, and other equities.  To ensure that you receive a correct valuation of your gift as well as accurate financial records for the Internal Revenue Service, please contact Masha Shifs, Director of Development, at 415.444.8028, or mshifs@marinjcc.org  prior to making a transfer and provide the following information

  • your name
  • address
  • date of the transfer
  • full name of the stock
  • number of shares
  • estimated value
  • specific purpose of the gift (if any) 

If the stock you are donating resides in a brokerage or bank trust account, please notify your stock broker or banker authorizing the transfer to transfer the stock to the Osher Marin JCC account using the following information:

Broker: Charles Schwab

Name on Account: Bernard Osher Marin Jewish Community Center

Osher Marin JCC Account Number: 2114-6533

DTC Number: 0164 

Osher Marin JCC Federal Tax ID No.: 68-0360243