Home/TIMING IS RIPE FOR DONATING STOCKS & SECURITIES TO OUR BELOVED FELLOWSHIP

TIMING IS RIPE FOR DONATING STOCKS & SECURITIES TO OUR BELOVED FELLOWSHIP

The days are ripe for donating stock to our Fellowship. Members and friends have donated appreciated stock, thereby getting the full value of the appreciated stock credited to their pledges, while not having to pay the year-end capital gains tax. To donate stock or mutual fund shares currently held in a brokerage or a fund company account, call your broker or fund company and give instructions to transfer to Fidelity Investments, DTC #226, for credit to the account #X18-118672. Please call Brian Cohen at home: 631-261-6139, or work: 631-923-2487, to advise of your intention to transfer shares so they can be properly credited to you. The direct transfer does NOT identify the name of the donor. We greatly appreciate all financial contributions to our religious home.
~ Brian Cohen, Finance Chair and Jean Marra, Treasurer

By | 2017-11-02T15:02:48+00:00 November 2nd, 2017|General News & Announcements|Comments Off on TIMING IS RIPE FOR DONATING STOCKS & SECURITIES TO OUR BELOVED FELLOWSHIP