To make a gift of stock or mutual funds (or any other publicly traded security) to the Rev. Dwight and Marie Brown Facility, please follow these easy steps.
- Give your broker the following information:
Brokerage Firm: TD Ameritrade
DTC Number: 0188
Account Name: Unitarian Universalist Friends Retreat Foundation
Account Number: 864 801 170
- Send an e-mail to Treasurer@UBarU.org identifying yourself and giving details of the transfer, namely company or mutual fund name or ticker symbol, and number of shares. This will enable us to acknowledge your gift for tax purposes.
Your gift of stock will be valued, for tax purposes, at the mean of the high and low on the date of transfer. Mutual funds will be valued at the “net asset value” on the date of transfer.
Thank you for considering UBarU in your philanthropic endeavors.