UUSM - About Us - Management Policies - Investment of Church's Liquid Assets
How to Make a Stock Contribution to UUCCSM
For gifts of appreciated securities, please provide your broker with the following information to facilitate the transfer of shares:
Tax ID: 95-2093726
Broker: Merrill Lynch
DTC Number: 5198
ACAT Number: 0161
Account Number: 240-07R82
Account Name: Unitarian Universalist Community Church of Santa Monica
Phone: 310-829-5436
Please remind your broker to include your name, contact information, and any special instructions for use of the gift with your transfer; otherwise we will not know who the stock donation came from. To expedite the processing of your gift, we suggest that you contact us with information about the type of stock and number of shares, as well as any special considerations you may have.
Please direct information about your gift and any other questions to Nurit Gordon, admin@uusm.org at 310-829-5436 ext 100. 1260 18th St. Santa Monica CA 90404.
For Broker or transaction related questions, contact our broker:
Akiko Maeda at Merrill Lynch: 310-996-2084
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