Stock & Mutual Fund Transfer

Stock or Mutual Fund Transfer

Once you initiate a transfer, please have your broker e-mail Beth Hiken, bhiken@hillel.org, Laurel Freedman, laurel@hillelattemple.org, Zach Ali Ahmad, zach@hillelattemple.org,  with the following information:

  • Donor Name, Phone and Email

  • Brokerage Firm Name

  • Name of stock being transferred (Name and stock symbol)

  • Number of shares being transferred

  • Gift designation (Ex. Unrestricted Annual Fund, Poker Event, Hillel Russia, etc.)

Transfer Stock to this Brokerage Account:
Charles Schwab
DTC # 0164
Account Number: 6203-4940
Account Name: Hillel: The Foundation For Jewish Campus Life