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

