Individuals & Families

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Collaborative Giving Opportunities

Make your check payable to the Jewish Community Foundation and include the fund name in the memo line.

Mail to: Jewish Community Foundation
6101 Executive Blvd
North Bethesda, MD 20852

Security Transfer Instructions: Your financial advisor/broker may require a written request to process your gift to The Jewish Federation. For your convenience, we created a  Transfer Request letter  to send to your financial advisor/broker. If used, please send a copy to the Donor Center (contact information below). If a written request is not required, please provide your financial advisor/broker with the information below, as applicable.

Equity transfers (e.g. stocks, ETFs and UITs)

DTC Transfers

• Account Title: The Jewish Federation of Greater Washington
• Account #: 5G 58435
• DTC #: 0221
• Contact:
  • Attention: Nicole Lyons and Mark Rosenberg
    UBS Financial Services, Inc.
    1 North Wacker Drive, Suite 2500
    Chicago, IL 60606
    312-525-4643

ACAT/Mutual Fund Transfers

For firms that do not have DTC capabilities and for mutual funds:

• Account Title: The Jewish Federation of Greater Washington
• ACAT #: 0221
• Account #: 5G 58435
• Please identify the donor name when processing the transfer.
  • If your mutual fund is held with Vanguard or directly with another mutual fund company and not a broker, please have the fund company contact Nicole Lyons directly at 312-525-4643 as mutual fund transfers may require additional processes.

Deadlines to Initiate Transfers

Please initiate your gift by the following dates to maximize the chance that the transfer is complete by year end.

• Mutual Fund Transfers (directly held with the fund company): November 1
• ACAT Transfers (For firms that do not have DTC capabilities and for mutual funds): December 1
• DTC Transfers (equities [e.g., stocks, ETFs and UITs]): December 15

Contact Us

• The Jewish Federation of Greater Washington
  Attn: Donor Center
  6101 Executive Blvd., Suite 200
  North Bethesda, MD 20852
  Phone: 301-230-7239
  Fax: 301-560-6548
• Gift receipt is determined when the investment reaches The Jewish Federation’s brokerage account. The “gift value” is determined by the average of the high and low prices on the day the investment is received in Federation’s brokerage account.
• The Jewish Community Foundation does not provide legal, financial, or tax advice. Donors are encouraged to seek independent tax and legal counsel

Contact us at  foundation@shalomdc.org or 301-230-7230