Gifts of Stock & Securities

To wire a securities contribution directly to UUSC: 
Donor information in electronic transfers is not always complete, so please alert us in advance about the type of securities and number of shares you plan to give. You can do so by e-mailing eauwood @ uusc.org or calling Elizabeth Auwood at 617-301-4378.

There are two methods for giving the Unitarian Universalist Service Committee (UUSC) a gift of securities:

1. Notify your broker that you want to make a gift of securities to UUSC. They can wire the securities contribution directly to the UUSC’s account at Wells Fargo, LLC. Your broker may call UUSC Institutional Advancement Department at 617-301-4378 if more information is needed or if wire transfer problems arise. The wire address is as follows: Broker info:
   

   Wells Fargo Advisors, LLC

   Attn: Susan Grimaldi

   413-755-1169

   Account:

   For the account of
   Unitarian Universalist Service Committee

   Account #: 1428-7292

   DTC #: 0141

   In order to track the arrival of your gift to our Wells Fargo, LLC account, please let UUSC know in writing of your intent to make a gift of securities. In your letter or e-mail, please let us know whether this gift is for unrestricted support or restricted to a specific UUSC program initiative or a specific planned gift.

2. Mail your securities certificate(s) to UUSC unsigned via registered mail. In a separate envelope, mail your completed and signed securities power along with a letter indicating that you are making a gift of securities. Please indicate whether the gift is for unrestricted support, restricted to a specific UUSC initiative, or for a planned gift. If the certificate is for a greater number of shares than your gift, a certificate for the balance of the shares will be returned to you within six weeks. Please do not write any additional information on the securities power. Please have your signature guaranteed by a broker or commercial bank. (Some companies require a specific type of “guaranteed signature” on the stock power.)

Your gift must be in the form of securities in order for you to claim its full appreciated value as a tax deduction. UUSC’s tax ID number is 04-6186012. Legally, your gift of securities is treated as having been made at the time delivery is effected (IRS Reg. 1.170A-1(b)). If your broker makes the transaction, delivery is considered complete when the securities are transferred on the issuing corporation’s books. If you mail us your securities gift as outlined in step 2 above, the postmark date on the certificate’s envelope is considered the transfer date. In either case, the fair market value of your securities is the mean of the high and low price of the securities on the date of the gift.