Gifts of Stock
You may be able to save on income tax and avoid capital gains tax by making a gift of appreciated securities to WUCF. When considering gifts of stock, we recommend you consult with your financial adviser.
When making a gift of stock, please notify WUCF of your intention; this is the only way that we can ensure the gift will be credited to you.
Reach out to Melissa Braillard (firstname.lastname@example.org or 407-823-1777) with the name of the stock and the number of shares you intend to donate.
After notifying WUCF, please provide the following information to your broker to complete the transfer:
DTC/Participant Number: 2803
U.S. Bank N.A. Institutional Number: 26645
Agent Number: 26645
Account Number: 001051003470 UCF FDN - Gift Clearing
WUCF & UCF Foundation, Inc. A 501 (c)(3) tax-exempt organization: EIN#59-6211832
Questions? Please contact Melissa Braillard at email@example.com or 407-823-1777.