GIVING

Gifts of Securities

Appreciated securities are a wonderful way to contribute to the CLF, and may offer significant tax advantages to eligible donors. Simple to execute, you may avoid paying capital gains taxes—up to 35% on short-term gains!

To execute a transfer of securities, you, or your broker, should call:

RBC Wealth Management
(800) 225-6713 extension 2163
Account Name: Unitarian Universalist Gift Account
for benefit of The Church of the Larger Fellowship
Account Number: 30101614

DTC Number: 0235
Federal ID Number: 04-2103733

Please let the CLF know of your intent to give securities by submitting the form below. You may also call Lorraine Dennis at the CLF to let us know the gift is in progress at (617) 948-6166.

Please complete each applicable field.

Donor Information
Name:
Email Address:
Street/Route/Box:
City:
State/Province:
Zip:
Country:
Daytime Phone:
Financial Information
Name and Type of Securities:
Number of Shares:
Anticipated Date of Gift:
Broker's Name:
Broker's Company:
Broker's Phone:

Last updated June 2, 2008

Church of the Larger Fellowship (CLF), 25 Beacon Street, Boston, MA 02108-2823
Phone: (617) 948-6166 · Fax: (617) 523-4123 · E-mail: clf@clfuu.org