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.
Please complete each applicable field.