Give through Stocks and Mutual Funds

Giving appreciated stocks and mutual funds is a great way to maximize your giving because you receive an immediate income tax deduction for the full fair market value of securities you transfer that you have held for at least one year. In addition, you pay no capital gains tax on the difference between your cost and the fair market value. Consult with your financial and/or tax advisor to analyze your particular situation and confirm tax benefits.

STOCK TRANSFER

The North Carolina Study Center accepts securities through Charles Schwab & Co, Inc. To ensure proper acknowledgment of your gift, as well as a tax receipt, please notify the Study Center by emailing Jason Sabow (jason@ncstudycenter.org) after initiating your transfer.

Brokerage: Charles Schwab & Co, Inc.
Account Name: Carolina Christian Study Center
Account number: 59385380090960823
DTC number: 0164, Code 40

THROUGH UNC GIVING

Securities Gift Transfer Instructions

• Electronic transfer is the easiest method when a donor maintains holdings in a brokered account.

• Please contact the University’s Director of Gift & Data Management with any questions or to provide additional information about your gift: 919-962-3047, giving@unc.edu .

• If you are interested in sending physical securities certificates, please contact University Development Gift Services before attempting to send any stock power or certificates.

For DTC Eligible Securities (Common Stock and Mutual Fund Shares):

Clearing Broker: Wells Fargo Advisors
DTC Participant: # 0141
Account Number: 89994225
Credit to Account: UNC-Chapel Hill
Reference: NC Study Center (602420)

Wells Fargo Advisors | 800-678-1188 | todd.rust@wellsfargoadvisors.com