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Gifts of Securities

Gifts of Securities

Gifts of stocks and certain mutual funds are coordinated by University Development Gift Services. The University will direct proceeds from the sale of these assets to any school or program you wish.

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: [Donor’s Name]

Wells Fargo Advisors
800-678-1188
todd.rust@wellsfargoadvisors.com

Donor Resources

Need help making a gift? Reach our Gift Services team by calling 919-537-3818, emailing giving@unc.edu or clicking the Contact Us button below. To view your giving history, make a repeat gift or pledge payment, or print a tax receipt, click My UNC Giving.

Visit My UNC Giving
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