Meet Your Planning Goals with Planned Giving

Jewish National Fund's award-winning Planned Giving Department helps you meet your personal, financial and estate planning goals by making a lifetime or testamentary charitable gift. Learn what types of assets make the best gifts, and how to make a gift that provides tax benefits and even life income.

Stock Transfer Instructions

Your gift of stock can be transferred to Jewish National Fund by providing the following information to your broker:

Morgan Stanley LLC

DTC#: 0015

For the Benefit of: Jewish National Fund

For credit to account #: 081-013100

Bank Address:

1200 Franklin Avenue

Garden City, NY 11530

Account name:

Jewish National Fund

Donor name:

Your name here

VERY IMPORTANT — EMAIL OR CALL WITH DONORS NAME AND STOCK INFO TO:

Matt Bernstein
Tel#: 404-236-8992
[email protected]

Dhurata Ekonomi
Tel#: 212-879-9305 ext.294
[email protected]

** For mutual fund transfers please reach out to Matt Bernstein for additional information

It is very important that the donor notifies the fundraiser when a stock donation is made as well as the stock name and the number of shares donated.

To help us track your gift and provide you the proper acknowledgment, or if you would like to make a gift of mutual funds, please contact JNF's Planned Giving department at 212-879-9305 ext.294, or Dhurata Ekonomi at [email protected]. We will be happy to assist you and answer any questions that you have.