To pay dues or contribute to Temple Beth El, you can donate unsold securities directly for the market value of the securities without capital gains tax payment.

Procedure:

  • Notify your brokerage that you wish to submit a “Letter of Instruction”.
  • Inquire about specific information needed for the transfer.
  • Securities to be transferred to:
    • Fidelity, Account: Temple Beth El of Williamsburg
    • Account #: X85-115696
    • DTC #: 0226
  • Brokerage will make the transfer per your instructions and securities will appear in the Temple Beth El account.  You will receive credit for the worth of the securities at the closing of the day received by Fidelity.

Questions?  Please call the TBE office.