Gifts of Stock

STEP 1

Direct your broker or custodian bank to make the transfer to Chabad of Cary

Your broker or custodian bank is likely to ask you for a letter of instruction before the transfer can be made.

Provide the following DTC transfer information for Chabad NP to your broker or custodian bank:

BROKERAGE ACCOUNT: TD AMERITRADE

ACCOUNT NAME: CHABAD OF CARY

ACCOUNT # 867928988

STEP 2: 

Notify Chabad of Cary of your gift. Send a copy of your letter of instruction via any of the following methods: 

Email: RabbiYisroel@chabadofcary.org

Mail: Chabad of Cary 4104 Grace Park Drive Morrisville NC 27560 n:

 

Please be sure to include the following information:

  • Number and type of shares
  • Company name(s)
  • Purpose of gift
  • Date that you instructed your broker to make the transfer
  • Name of brokerage Brokerage account representative

Thank you for your support!

Questions? Please email us at rabbiyisroel@chabadofcary.org or call 919.651.9710