Make A Gift
Gift type:Stock
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Please select one of the options below for specific instructions on completing the stock transfer. |
Instructions for Securities in Electronic Form:
| Your bank or broker may transfer stock to UNC's brokerage account with the account information noted below. It is very important that the bank or broker contact Speed Hallman at 919.962.9467 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it for assistance. Often, shares are transferred into our account without a donor's name. The phone call will enable us to match your name with the correct stock gift. | ||
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Brokerage: Wachovia Account Name: UNC-Chapel Hill Account Number: 89994225 DTC Number: 0141 Contact Person: Ken Wiles Phone: 800.642.0847 |
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| Note: If you plan to use a brokerage firm other than Wachovia, please call Speed Hallman at 919.962.9467 for more information before you transfer stock. |
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Instructions for Securities in Certificate Form:
| Step 1: Please send the unendorsed certificate(s) by first-class mail (or deliver personally) along with a letter of transmittal which includes your name, address and where you want the gift designated. | |||||
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| Step 2: 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. For most expedient handling, do not fill in the University of North Carolina at Chapel Hill's name as transferee on either the stock certificate or the stock power and do not send the stock certificates to a transfer agent for transfer into UNC-CH's name. We will sell the securities through our discount brokerage arrangement. | |||||
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| For additional information contact Speed Hallman at 919.962.9467 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it . | |||||




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