Donate Stock to Chabad

Gifting stock is a powerful way to support Chabad of Santa Clara. When you donate long- or mid-term appreciated stock, you can avoid paying capital gains tax on the appreciation, reducing the cost of your gift while maximizing its impact.

Donate Stock to Chabad of Santa Clara

How to Transfer Stock

1. Electronic Transfer (via DTC – Depository Trust Company)

This is the easiest and fastest way to donate stock.

Step 1: Initiate the Transfer
Ask your broker or custodian bank to transfer your shares to Chabad of Santa Clara. They may request a letter of instruction. Provide the following details:

Brokerage Account: Fidelity
Account Title: Chabad S. Clara
Account #: Z40481784
DTC #: 0226
Contact Name: Yigal Rosenberg, (408)-718-9074
Reference: Include your name & purpose of the gift

Step 2: Notify Chabad of Santa Clara
Please email or mail a copy of your letter of instruction with the following:

Number and type of shares
Company name(s)
Purpose of gift
Date you instructed your broker to transfer
Name of brokerage & representative

Email: rabbi@jewishclara.com
Mail: Chabad of Santa Clara, 2043 Pruneridge Ave Santa Clara Ca 95050

Note: Your gift will be dated when shares enter Chabad of Santa Clara’s account, and the value will be based on that date.
Year-End Gifts: Allow extra time to ensure transfers are completed by December 31. If the 31st falls on a weekend, plan to complete the transfer by the preceding Friday.

We Also Have a account set up at https://stockdonator.com/donate-stock-online-now/ Scroll to Chabad S. Clara

2. Physical Delivery (Stock Certificates)

Step 1: Complete a stock power form for each stock you wish to donate.

Step 2: Write a brief cover letter including:

Number and type of shares
Company(ies)
Purpose of the gift

Step 3: Mail your stock certificates (without endorsement or assignment) with your cover letter to:

Chabad of Santa Clara 2043 Pruneridge Ave Santa Clara Ca 95050

Step 4: In a separate envelope, mail the completed stock power forms to the same address.

Note: The gift date is the later of the two postmarks. For year-end gifts, ensure envelopes are postmarked by December 31. If the 31st is on a weekend, mail by the preceding Friday. Only USPS mail allows the postmark to determine the gift date; courier services require the gift to be received by December 31.

Thank you for your generous support!

Questions? Email: rabbi@jewishclara.com | Call: 408.718.9074