INSTRUCTIONS FOR TRANSFER OF STOCKS OR BONDS

FROM A BROKERAGE ACCOUNT
TO WAKE FOREST UNITED METHODIST CHURCH

 

  • Donor instructs their broker to transfer the stocks or bonds to the following brokerage account with Charles Schwab & Co. Inc., Schwab One®

    • Account 9778-3835 (Telephone 1-800-435-4000).

  • Donor notifies WFUMC of the pending transfer by sending an email to finance@wakeforestumc.org or calling Emily Paulson at 919-556-2239.  Include the name and affiliation of your broker, a description of the stock (number of shares and approximate value), and any applicable restrictions (i.e. general fund, building fund, etc).

  • The value of the stocks or bonds at the time of transfer can be obtained from the donor’s broker.

  • A letter acknowledging the gift will be provided to the donor by WFUMC within 30 days of the stock transfer.

  • Donor is hereby advised to retain documentation related to gift transactions and review tax implications with a qualified advisor.

One Church. Two Locations.

905 South Main Street
Wake Forest, NC  27587
919-556-2239
office@wakeforestumc.org

Sunday Morning

8:30 am- Worship

9:45 am- Sunday School 

11:00 am- Worship

Pastor

Donald Warren

 

Associate Pastor

Helen Champion

410 Southtown Circle
Rolesville, NC  27571
919-556-2239
tyler@vcrolesville.org

Sunday Morning

10:30 am- Worship

   

Pastor

Tyler Williams

 

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