Your bank or broker may transfer stock to UNCs brokerage account with the information below.
Brokerage: Wells Fargo Advisors
Account Name: The University of North Carolina at Chapel Hill
Account Number: 89994225
DTC Number: 0141
Contact: Kevin Mishoe or Todd L. Rush (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.
In addition to notifying Susin Seow at 919.843.3307 or firstname.lastname@example.org of your stock gift, it is important that the bank or broker contact Candace Clark at 919-962-3967 or email@example.com. Shares are often transferred into UNCs account without a donors name. The phone call or e-mail will enable the University to easily match your name with the correct stock gift.