Giving Stock to VHUMC

Thank you for your desire and willingness to give stock to the church. Whether it is to fulfill your pledge, help our General Fund, increase our 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 us), per IRS guidelines. This may be slightly different from the actual price of the stock at the moment you transfer it to us.

It also helps us for you to send an email letting us know the name of the stock being given and where you would like the funds applied. If you do not specify, we will assume you want to give to the General Fund.

Your email will insure that we match up the stock received with your giving records. Contact our finance office by emailing Natalie Giesen.


Brokers

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:

Scott E. Howell

PCG FINANCIAL ADVISOR
Wells Fargo Advisors
2501 20th Place South – Suite 350
Birmingham, AL 35223
(205) 445-2057 • scott.howell1@wfadvisors.com
DTC Code: 0141
Wells Fargo Account: 6317-6011

Mike Pair
Merrill Lynch, Pierce, Fenner & Smith
569 Brookwood Village, 5th Floor
Birmingham, AL 35209
(205) 326-9531 • mike_pair@ml.com
DTC Code: 8862
Merrill Lynch Account: 524-03084

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.