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The Brick Presbyterian Church Stock Gift Instructions

DTC Transfer is the best method. This transfer is quick, smooth, and does not require the paperwork necessary for stocks received in physical form.

  1. Merrill Lynch DTC number: 5198
  2. The Brick Church’s account number at Merrill Lynch: 850-04G34
  3. Inform The Brick Presbyterian Church about your donation via Fax 212-996-7078 indicating how you wish to designate your gift.

If more than one purpose, please specify by either dollar amount or by number of shares how you wish to allocate your gift. Please sign letter with your full name as it appears on the stock certificate.

 


Securities Received in Physical Form

Securities received in physical form should follow the procedure below:

 Registered in the name of grantor: (donor of stock)
Merrill Lynch will need the following original signed documents

  1. A letter of authorization from grantor gifting securities to The Brick Presbyterian Church account number 850-04G34 and specifying the quantity of the gift. 

    The letter must be dated and specify purpose (ex. Pledge or Capital Campaign) of the gift. If more than one purpose, please specify by either dollar amount or by number of shares how you wish to allocate your gift. Please sign letter with your full name as it appears on the stock certificate.
     
  2. An original signed stock power or if certificate is registered in the name of the grantor, the grantor may endorse the certificate. (Grantor should not fill out any specifics on the back of the stock certificate. This will be handled by Merrill Lynch’s securities processing department.)

Note: Stock power and security certificate should be sent in separate
envelopes and mailed separately. This is recommended for security purposes.


Registered in the name of The Brick Presbyterian Church:
Merrill Lynch will need the following original signed documents

  1. Non-Corporate resolution
     
  2. Stock power must be signed by an officer of the corporation listed on the resolution.


Note: If grantor has any administrative or operational issues contact Daniel Hanwacker at Merrill Lynch 212-382-8494. 


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