Thank you for your interest in making a gift of securities to the University of North Carolina at Chapel Hill. Please share these instructions with your broker to help facilitate your gift and contact the Office of Gift Services with any questions.
If the securities are held electronically:
Your bank or broker may transfer stock to UNC’s brokerage account with the information below.
- Brokerage Firm for UNC-Chapel Hill: Wells Fargo Advisors
- Account Name: UNC-Chapel Hill
- Account Number : 89994225
- DTC Number: 0141
- Contact at Wells Fargo Advisors: Todd L. Rust, Phone Number: 800-334-1637
It is important that the bank or broker contact the Office of Gift Services in order for us to identify the transfer in a timely and accurate manner. What information is helpful? To help us correctly identify, value and receipt your gift in a timely manner, the following information from you or your broker is important.
- Donor’s name
- Stock information (number of shares, name of stock and symbol)
- Originating broker
- Designation of gift, if known
If you hold the securities in certificate form:
Please send by first-class mail or hand deliver the unendorsed certificate(s) along with a letter of transmittal which includes your name, address and where you want the gift designated.
In a separate envelope, mail to the same address a copy of the transmittal letter along with a stock power executed in blank for each stock certificate you are donating. You should sign one stock power for each stock certificate and have your signature guaranteed by a bank officer. The bank officer should not date the signature guarantee.
If you prefer to have your certificate re-registered:
The shares that you wish to donate to UNC should be registered to “The University of North Carolina at Chapel Hill.” The tax identification number is 56-6001393.
For more information, please contact:
- Rebecca Swartz, 919-962-3047, rebecca.swartz@unc.edu
- Kwasi Covington, 919-962-8189, kwasi.covington@unc.edu
