Thank you for your desire and willingness to give stock to the church. Whether it is to fulfill your pledge, help the General Fund, increase the Permanent Endowment, or assist other designated ministries, we welcome your gift.
When you give stock we credit your giving account at the church with the average price of the stock on the day it was given (transferred to the church), per IRS guidelines. This may be slightly different from the actual price of the stock at the moment you transfer it.
It also helps if you will send an email letting our financial team know what stock you are giving and where it should be applied. If you don’t specify we assume you want it to apply your donation to the General Fund. Your email will insure that we match up the stock received with your giving records. Contact or finance office by emailing Natalie Giesen (email@example.com).
We have close relationships with two brokers who have agreed to process our stock gifts. You, or your broker, can contact either of these people and they will be glad to help you:
Hilary A. Barnett
Merrill Lynch, Pierce, Fenner & Smith 100 Grandview Place
Birmingham, AL 35243
(205) 298-7449 firstname.lastname@example.org
DTC Code: 8862
Merrill Lynch Account: 435-04046
Scott E. Howell
Wells Fargo Advisors
2501 20th Place South
Birmingham, AL 35223
(205) 445-2057 email@example.com
DTC Code: 0141
Wells Fargo Account: 6317-6011
If you have further questions, please feel free to contact Natalie Giesen. Thanks again for your gift to help the ministries of Vestavia Hills United Methodist Church.