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Stock Gifts Option 2

Arrange an electronic transfer of securities through a depository trust company (DTC).

  1. Ask your transfer agent or brokerage firm if they want written instructions from you authorizing a transfer of securities. Some have a form you will need to complete and return to them; some will be happy to get a letter from you; some will be content to get verbal instructions. Your signature on written instructions should be "gold medallion" certified.

    The Unitarian Universalist Association (UUA) has form letters for this purpose which we would be happy to prepare for you to sign and send to your investment agent; we can also fax transfer instructions directly to your broker. Complete the Gift Notification Form and note what help you need on the preparations for the transfer.

  2. Whether you complete a form provided by the investment company or sign a form letter created by the UUA, you will need to authorize and initiate the transfer yourself. Please send the UUA Stewardship and Development Office a copy of your authorization of the transfer.

  3. Instruct your transfer agent or investment company to do the following:

    Deliver the gifted stock (with free delivery) to:

    RBC Wealth Management

    Into Account #: 30101614
    Name of the Account: 
    The Unitarian Universalist Gift Account
    Tax ID No.: 04-2103733
    DTC#: 0235

    Receiving agent is:
    Cynthia Mulcahy
    Senior Registered Client Associate
    RBC Wealth Management
    One Beacon Street - 24th Floor
    Boston, MA 02108
    Toll Free: 800-225-6713 ext. 2163
    Direct: (617) 725-2163
    Fax: (617) 725-1393

  4. Timing. As soon as your securities reach the UUA’s gift account at RBC Wealth Management, they will be sold. Please note that, as December sees very heavy traffic, we strongly advise you to begin a transfer early in the month in order to complete it before the year ends.

  5. Confirmation of completed transfer. A gift transferred through a DTC is recognized on the date the gifted securities "hit" the UUA’s account at RBC Wealth Management. Whenever feasible, the UUA Stewardship and Development Office will email you to confirm a completed gift as soon as we know about it. You will also receive written acknowledgment of your contribution well in time for your annual tax filing.

For more information contact development @ uua.org.

This work is made possible by the generosity of individual donors and congregations. Please consider making a donation today.

Last updated on Tuesday, May 14, 2013.

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