For transfers of appreciated securities to ERUUF:
Stocks and mutual fund shares should be delivered via DTC Clearing 0164, Code 40 to Charles Schwab & Company, Inc. for account of Eno River Unitarian Universalist Fellowship A/C 1557-2914.
For transfers of appreciated securities to the Eno River Fellowship Foundation (ERUUF's endowment):
Stocks and mutual fund shares should be delivered via DTC Clearing 0164, Code 40 to Charles Schwab & Company, Inc. for account of Eno River Fellowship Foundation A/C 7151-1306
Note: When giving Fidelity mutual fund shares, which generally cannot be accepted by Schwab, please contact Kuhn Advisors (919-493-3233) for the specific Fidelity instructions. ERUUF has an account which exists solely for the purpose of receiving gifted Fidelity shares.
Please notify the office of Kuhn Advisors (Anne Baber, ) of what is being donated so it can be associated with the correct donor when the security arrives into an ERUUF account.
Give from your IRA (if age 70 1/2 or older) - Click here for instructions.
Questions:
For more information, see ERUUF's Gift Acceptance Policy
