Season’s Greetings! Please be aware of the following calendar year-end giving instructions to ensure tax year credit in 2019:
Stock gifts must be received by UNC no later than 4 PM on December 31.
For questions please contact Lisa Avinger, Director of Revenue & Data Management at 919.962.3047 or 336.554.1934.
Your bank or broker may transfer stock to UNC’s brokerage account with the information below.
Brokerage: Wells Fargo Advisors
Account Name: UNC-Chapel Hill
Account Number: 89994225
DTC Number: 0141
WF Contact #: (800) 334-1637
We will use the date that the shares enter our account as the gift date and credit you with the average market value on that date.