Thank you for considering a gift of stock to the JCC. If you are making a one-time donation of stock, please follow the steps below.
If you would like to discuss gifting stock, real estate or other donations in an on-going way or as part of your estate giving, please contact Tamar Fenton at firstname.lastname@example.org or 952-381-3405.
Your gift is very much appreciated.
Step 1: Please contact Tamar Fenton at the JCC (email@example.com or 952-381-3405) with questions of notification that a gift of stock will be forthcoming. Please indicate the name of the stock, how many shares, if there is a specific designation for the funds (ie a chosen program area) and how the gifts should be listed in our donor acknowledgements (under one name, under a couple’s name, under the name of a business etc).
Step 2: You or your financial professional should contact Jeff Schachtman at Oakridge Financial at 763-923-2252.
The information you will need is DTC# – 0235 and our account # is – 7G710382.