Stock Gift Instructions
Thank you so much for your gift of stock to University Presbyterian Church.
Your broker needs to know:
UPC Broker: Merrill Lynch
Merrill Lynch Contact: Theresa Seidule 919-428-2163 email@example.com
Merrill Lynch Account #: 727-02018
DTC Code: 8862
I need to know:
Your name and address
Your contact phone or email
Stock to be donated and number of shares
Desired application of gift – Current Annual Pledge, Upcoming Annual Pledge, etc.
Controller, University Presbyterian Church
firstname.lastname@example.org 919-929-2102 x117