Gifts of Stock
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 Wells Fargo Advisors in Chapel Hill, NC. Please have the bank or broker call or email Tina Zimmerman in the Office of University Development for assistance (919) 962-8189.
Account Name: UNC-Chapel Hill
Account #: 89994225
DTC#: 0141
Contact Person: Alan Wray
Phone #: 1-888-700-0264
The shares will be electronically transferred. Please confirm the transfer with our office by calling us at 919-966-5905.
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.
