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Gift of Securities

How to Make a Gift of Securities

If the stock certificate is in your possession:

All you need to do is sign a stock power and have it signature guaranteed. Any bank official can provide this service for you. Then mail the certificate and the stock power to Jennifer Fusco at the address below in separate envelopes for security. We'll use the postmark for the gift date, and credit you with the average market value on that date.

If you have a certificate that represents more shares than you wish to donate, we will need 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 4 to 6 weeks for you to receive your new certificate.

If the stock is held in a brokerage account:

North Carolina Public Radio-WUNC is a department of the University of North Carolina at Chapel Hill. Therefore, please instruct your broker to transfer the shares to the University of North Carolina at Chapel Hill. Our brokerage account is set up with Wachovia Discount Brokerage in Winston-Salem, NC.

   Account #:  89994225
   DTC#:   0141
   Contact Person: Ken Wiles
   Phone #:  1-800-642-0847

The shares will be electronically transferred. We'll use the date that the shares enter our account as your gift date, and credit you with the average market value on that date.  We also ask that you give Jennifer Fusco  a call or send a letter to the address below to let us know the gift is in process. Very often, the shares are transferred into our account without information that indicates the donor's name. The phone call or letter will allow us to match up the donor's name with the correct stock gift, and insure that the gift is designated to North Carolina Public Radio-WUNC.