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 of Cary to your broker or custodian bank:

BROKERAGE ACCOUNT: Schwab Brokerage Account

ACCOUNT NAME: CHABAD OF CARY

ACCOUNT # 68883110

DTC Number - 0164

STEP 2:  Notify Chabad of Cary of your gift. Send a copy of your letter of instruction via any of the following methods: 

Email: [email protected]

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

 

Match My Donation

Did you know that thousands of companies offer matching gift programs for donations made by their employees?

You may be able to double the impact of your gift to Chabad of Cary—at no extra cost to you!

 

Matching Gift and Volunteer Grant information provided by
Powered by Double the Donation

 

Common Questions:

What are employee matching gift programs?
Employee matching gift programs are corporate giving programs in which the company matches donations made by employees to eligible nonprofit organizations.  It's an easy way to double your contribution to us!

 

How is this information obtained?
We partner with a company called Double the Donation. If you see anything that should be changed, please email Double the Donation's team at [email protected]

 

How do I request a matching gift?
Requesting a matching gift or volunteer grant is normally a five-minute process that must be initiated by the donor/volunteer. You can do this by filling out and submitting a paper match form provided by your employer or through an electronic submission process.  Please search our database for company-specific information.

 

How do I submit a matching gift?

  1. Make a donation.

  2. Log into your company's matching gift submission website (if you use the Double the Donation search tool, you will receive a follow-up email linking to this page).

  3. Once logged in, search for Chabad of Cary.

  4. Select it from the search results. If it is not found, manually enter the details.

  5. Register the donation.

  6. Submit the completed matching gift request to your employer.

For a more detailed walkthrough, you can view  Double the Donation's example of the submission process using The Home Depot here.

 

What if I submit my matching gift outside of the online donation form or dedicated matching gifts page?

If you submit your matching gift or volunteer grant outside of the online donation form or dedicated matching gifts page, contact the us directly to notify the request, so we may track the matching funds as needed.

 

What if I forget to submit my matching gift request?

If you forget to submit your matching gift after selecting your company at the time of donation, you will receive a series of auto-generated emails prompting you to submit your match. The majority of companies offer an all-electronic matching gift submission process.

 

Are matching gifts tax-deductible?

While your donation to a 501(c)3 organization is tax-deductible, your matching gift is not tax-deductible. Only your contributions are eligible for tax deduction. Each party involved (yourself and your employer) can only take deductions for contributions they directly made to the nonprofit.

Thank you for your support!

Questions? Please email us at [email protected] or call 919.651.9710