Give through Stocks and Mutual Funds
Giving appreciated stocks and mutual funds is a great way to maximize your giving because you receive an immediate income tax deduction for the full fair market value of securities you transfer that you have held for at least one year. In addition, you pay no capital gains tax on the difference between your cost and the fair market value. Consult with your financial and/or tax advisor to analyze your particular situation and confirm tax benefits.
2 ways to Give-
We primarily receive stock gifts through our account with the National Christian Foundation (NCF). When you are making a gift to the North Carolina Study Center stock account, please reach out to Kathryn Williams at kwilliams@ncfgiving.com or call (919) 438-0350. During the process, NCF will as for the following information:
Name(s) of contributor(s)
Exact number of shares
Ticker symbol(s)
Where are the shares held? (Fidelity, Schwab, etc.):
Mailing address for receipt purposes
If you have any questions, please reach out to Madison Perry at madison@ncstudycenter.org
We also receive gifts through UNC Giving
Securities Gift Transfer Instructions
Electronic transfer is the easiest method when a donor maintains holdings in a brokered account.
Please contact the University’s Director of Gift & Data Management with any questions or to provide additional information about your gift: 919-962-3047, giving@unc.edu .
If you are interested in sending physical securities certificates, please contact University Development Gift Services before attempting to send any stock power or certificates.
For DTC Eligible Securities (Common Stock and Mutual Fund Shares):
Clearing Broker: Wells Fargo Advisors
DTC Participant: # 0141
Account Number: 89994225
Credit to Account: UNC-Chapel Hill
Reference: NC Study Center (602420)
Wells Fargo Advisors
800-678-1188
todd.rust@wellsfargoadvisors.com
More Ways to Give
Give through UNC including:
Direct online via UNC
Check via UNC
Stock via UNC
Employer Matching via UNC