Transferring appreciated securities is an excellent way to support UNC Lineberger Comprehensive Cancer Center’s breakthrough research and receive double tax benefits.
Transferring Securities Held Electronically
Your bank or broker may transfer stock to UNC’s brokerage account with the information below.
Brokerage: Wells Fargo Advisors
Account Name: UNC-Chapel Hill
Account Number: 89994225
DTC Number: 0141
Contact: Kevin Mishoe or Todd Rust (800) 334-1637
Please confirm the transfer with our office by calling Aime Mitchell at (919) 966-5905. 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 and ensure the funds are designated to UNC Lineberger.
Transferring 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. Send to:
Tina Zimmerman, Stock & Wire Transfer Specialist
Office of University Development
Post Office Box 309
Chapel Hill, NC 27514-0309
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’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 the University’s name.
- If your certificate represents more shares than you wish to donate, you must provide your social security number and a letter detailing how many shares you wish to donate and how many shares should be re-issued in your name. It generally takes four to six weeks to receive your new certificate.
- 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.