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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.

  1. Send a completed Gift Notification Form to the UUA Stewardship and Development Office, Attn: Tom Klein.
  2. Instruct your agent to initiate a transfer to the Unitarian Universalist Association.
  3. 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.
  4. 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.
  5. 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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