• Gift of Publicly Traded Securities

    Gift of Publicly Traded Securities

  • Complete the Donor Information and Donation Instructions below and click SUBMIT.

    An email with the donation information will be sent to you and the WUMC Financial office. You do not need to notify the Finance office about your donation.

    You may send the information in the email you receive to your Broker in order to execute the donation.

    When the security has been transferred to the WUMC account and sold, a letter or email will be sent to you from the Finance office showing the amount of your contribution. This will be based on the average of the high and low values of the security on the date of the transfer.

    If you have questions regarding how to complete this form or questions regarding the gift, please contact Ell Baker, WUMC Finance Manager, 757-229-1771.

    Brokers: please use the following information to ACAT the security (ies) to Davenport & Co.

    • Brokerage Firm: Davenport & Co. Point of Contact: Evelyn Eckstrom
    • Telephone Number: 757-941-1077
    • Email: eeckstrom@investdavenport.com
    • DTC Number: 0443 (Pershing)
    • Account Name: Williamsburg United Methodist Church
    • Account Number: DA4006130
  • Donor Information

  • Recipient Church Information

  • Name: Williamsburg United Methodist Church

    Email: mebaker@williamsburgumc.org

    Phone: 757-229-1771

    Address: 500 Jamestown Rd., Williamsburg, VA 23185

  • Description of Donation

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