How to Donate Securities to All Souls

Option 1: If Your Broker/Bank Holds the Securities

1. First, email Director of Operations, Nadira Shiwram-Singh ([email protected])
   • Tell her what stock you’re donating
   • How many shares
   • When you plan to transfer it
2. Then, ask your broker to transfer to Merrill Lynch:
   • Account Number: 852-04B64
   • For wire transfers, use Trust Account: 8862

Merrill Lynch Contact:

Vanessa Franky, CRPC™

200 Park Avenue, New York, NY 10166

Phone: 212-338-6282

Email: [email protected]

Option 2: If You Have Physical Stock Certificates

1. Mail the unsigned certificates to: Nadira Shiwram-Singh The Unitarian Church of All Souls 1157 Lexington Ave New York, NY 10075
2. In a separate envelope, mail the stock power forms for each security

Final Step: Confirm Your Donation

Send a letter to Nadira Shiwram-Singh including:

• Stock name and number of shares
• Transfer date
• Estimated value
• Purpose of your donation (specific fund or initiative)

Need help? Call 212-535-5530