Stocks, bonds, or mutual funds that have appreciated in value may be an attractive donation for you under current tax laws. When you transfer ownership to Hebrew Free Loan, you receive a charitable income tax deduction to the full extent allowed by law. Please alert us in advance of making a securities transfer, as we will not be able to see in our Schwab account who the donor is. Contact Jamie Hyams at (415) 546-9902 x106 or jamie@hflasf.org.
The following information will allow you to transfer securities to our account:
Charles Schwab
Account Name: Hebrew Free Loan Association of San Francisco
Account Number: 3885-7877
DTC Clearing: #0164 Code 40 (If you are making a transfer from a Schwab account, you will not need the DTC Clearing part, just a letter of instruction for a transfer from your account to the Hebrew Free Loan account)