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Gifts of Stocks, Securities and Property

Gifts of Stocks, Securities and Property

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The following guidelines can help you facilitate a gift of stock or securities to Peltz Center for Jewish Life. Please note that to receive the full tax benefit, stocks must be transferred to Peltz Center for Jewish Life before they are sold.

Notification of Donor Intent

For the purposes of proper acknowledgment and auditing, either you or the transferring broker must provide the following information:

- Your name and complete address
- The number of shares and name of stock or securities transferred

Electronic Delivery

Electronic delivery of stock shares is the most secure and expedient delivery process available; it provides efficient internal control as well as cost savings. The following information will help your broker arrange an electronic transfer:

Brokerage: Merrill Lynch

DTC Number: 5198

Account Name: Center for Jewish Life, Inc.

Account Number: 663-04F91

Donating Property

Whether it’s an old car, a boat that rarely leaves the dock, or a plot of land that no longer fits into your retirement plans, Peltz Center for Jewish Life can use all of these items to help the needy while you get a well-deserved tax deduction.

Peltz Center for Jewish Life also accepts gifts of PC's, servers, and the like. However, due to the rapidly evolving nature of computers, we need to be sure the equipment is relatively up-to-date.

For information about donating property to Chabad, please call Rabbi Menachem Rapoport at (262) 242 -2235 ext. 202 or e-mail menachem@chabadmequon.org.

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