funds and privately held stock often requires a more complex process which can
take longer—sometimes up to eight weeks. The UUA will be glad to handle as
much of the processing as possible, and to coach you through the process.
However, if the timing of your gift is critical (for tax purposes, for example)
please talk to us. Regardless of timing, if you plan to make a gift of mutual
funds or privately held stock, please contact us at 888-792-5885 or at giftinfo @ uua.org before initiating the transfer.
Publicly traded stock
(stock traded on the any of the major exchanges, such as the New York Stock
Exchange, NASDAQ, etc.) can generally be transferred electronically within a few
Step One: Complete Gift
Both the UUA and our stock transfer agent in
Boston need advance written notice of your plans to ensure that the transfer
goes smoothly and your gifted securities will be properly credited upon receipt.
Send a completed form to the UUA and we will forward a copy to our transfer
The Gift Notification Form serves as official record of the purpose you have
in mind for your gift as well as providing the necessary information for us to
monitor the progress of the transfer. Please fill out the form as completely as
possible and send it to us before you initiate any transfer of securities.
Step Two: Arrange For Gift Transfer
You may give
securities in four ways. Following are instructions for each option,
corresponding with the list on the Gift Notification Form.
The UUA has contracted with an agent to handle transfers at a very favorable
rate. Whenever possible, we would prefer that electronic transfers
be arranged to go through the UUA’s agent rather than your personal broker,
whose fees may be much higher.
For more information contact giftinfo @ uua.org.
This work is made possible by the generosity of individual donors and congregations.
Please consider making a donation today.
Last updated on Thursday, September 8, 2011.
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