Make a Gift > Gifts of Stock

Make a Gift of Securities to UNC Lineberger Comprehensive Cancer Center

When making a gift of appreciated securities, a donor gets a charitable deduction for the market value of the gift and saves the capital gains tax which would otherwise be payable upon the sale of these assets. To receive these benefits, securities must be transferred to UNC Linberger Comprehensive Cancer Center prior to sale.

Instruct your broker to transfer the shares to the University’s brokerage account, which is set up with Wachovia Discount Brokerage in Winston-Salem, NC.

Account #: 89994225
DTC#: 0141
Contact Person: Ken Wiles
Phone #: 1-800-642-0847

The shares will be electronically transferred. Please confirm the transfer with Alyson Newman, Director of Development Services at UNC Lineberger Comprehensive Cancer Center at (919) 966-5905 (anewman@med.unc.edu).

Very often, shares are transferred into our account without information that indicates the donor's name. The phone call will allow us to match up the donor's name with the correct stock gift.

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