You may make donations or payments to Beth Israel Center any time by transferring stock. Beth Israel Center will sell the stock upon receipt and use the proceeds from the sale to fund your donation/payment.
1) Give your broker this information:
Transfer the stock to DTC 2039 SPTC (SEI Private Trust Company)
fbo Johnson Bank Account #752975201
BETH ISRAEL CENTER ENDOWMENT FUND AGENCY
2) Instruct your broker to indicate who the stock is from in the advise sent to Johnson Bank.
3) Email three pieces of information to firstname.lastname@example.org:
- instructions about how to apply the proceeds from the sale of the stock, e.g.to pay your account, make a donation to a particular fund, etc.
- the name of the stock(s) and the number of shares.
- your name
We will send you an acknowledgment when we have sold the stock.