You are welcome to transfer appreciated stock to fulfill your pledge or make other donations.
UUCWI Cetera Investment stock transaction information
This is the information that will be needed if you want to donate stock or other equity (non-cash) assets to the UUCWI:
The brokerage firm is:
Cetera Investment Services, LLC
PO Box 283
St. Cloud, MN 56302-0283
Heritage Wealth Strategies
11832 Mukilteo Speedway
Mukilteo, WA 98275
UUCWI account information through Cetera / Heritage Bank
The DTCC number for Cetera is 0701.
The DTCC number is similar to a routing number for firms.
The account number for The Unitarian Universalist Congregation of Whidbey Island is: 6TX15975.
UUCWI Federal Tax ID Number: 91-1613814
Questions: please contact the Treasurer of the UUCWI