Giving Gifts of Securities

There are 2 methods for giving the Unitarian Universalist Service Committee (UUSC) a gift of securities:

1. Notify your broker that you want to make a gift of securities to UUSC.  They can wire the securities contribution directly to the UUSC's account at Morgan Stanley in Massachusetts.  Your broker may call UUSC Institutional Advancement department at 617-301-4346 if more information is needed or if wire transfer problems arise.  The wire address is as follows:
   
   Broker Info:  

   Morgan Stanley

   Melody Foti

   Jody Lemoi

   413-734-7311

   Account:        

   For the account of
   Unitarian Universalist Service Committee

   DTC #0015

   776-106549

   Mutual Funds B50-002-378-14473

   In order to track the arrival of your gift to our Morgan Stanley account, please let UUSC know in writing of your intent to make a gift of securities.  In your letter or email, please let us know whether this gift is for unrestricted support or restricted to a specific UUSC program initiative, or a specific planned gift. 

2. Mail your securities certificate(s) to UUSC unsigned via registered mail.  In a separate envelope, mail your completed and signed securities power along with a letter indicating that you are making a gift of securities.  Please indicate whether the gift is for unrestricted support, restricted to a specific UUSC initiative, or for a planned gift.  If the certificate is for a greater number of shares than your gift, a certificate for the balance of the shares will be returned to you within 6 weeks.  Please do not write any additional information on the securities power.  Please have your signature guaranteed by a broker or commercial bank. (Some companies require a specific type of "guaranteed signature" on the stock power.)

Your gift must be in the form of securities in order for you to claim its full appreciated value as a tax deduction. UUSC's Tax ID Number is 04-6186012. Legally, your gift of securities is treated as having been made at the time delivery is effected (IRS Reg. 1.170A-1(b)).  If your broker makes the transaction, delivery is considered complete when the securities are transferred on the issuing corporation's books. If you mail us your securities gift as outlined in (2) above the postmark date on the certificate's envelope is considered the transfer date.  In either case, the fair market value of your securities is the mean of the high and low price of the securities on the date of the gift.