Stock Gifts Option 4
Option 4: Your agent opens an account for the Unitarian Universalist Association (UUA), transfers the gifted securities, sells them, and sends the net proceed to the UUA by check.
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Send a completed Gift Notification Form to the UUA Stewardship and Development Office, Attn: Tom Klein.
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Instruct your agent to initiate a transfer to the Unitarian Universalist Association.
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Your agent will need to contact the UUA to get permission to open a new account for the Association and request the appropriate forms be completed and signed by the UUA Treasurer.
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After the transfer is complete, your agent will need to get permission from the UUA to sell the gifted securities. The UUA Treasurer authorizes the sale, usually completing a stock power and sending it to your agent.
- Your agent sends the net proceeds by check, payable to the Unitarian Universalist Association. Please mail checks to: Tom Klein, Stewardship and Development Office, UUA, 25 Beacon Street, Boston, MA 02108.
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Last updated on Thursday, September 8, 2011.
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