Email This Page Bookmark and Share

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 and indicate that your gift is for Summer Steps.

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. 


Wiring Gifts

The wire instructions for The Brick Church School are as follows:

Mellon Bank
One Mellon Bank Plaza
Pittsburgh, PA
ABA #: 043000261

For Credit to:  Merrill Lynch
Account #: 1011730

Further Credit to: The Corporation of The Brick Presbyterian Church
Account Number: 850-04G34

Indicate that the gift is for the school. If you have any further questions regarding the wire transfer please contact: 

Daniel Hanwacker
Merrill Lynch
212-382-8494
800-999-1185x648
Fax 212-764-6822

Dear Sirs:

This letter is a request and authorization to wire ____________from the above-mentioned account to my Merrill Lynch account as shown below:


Mellon Bank
One Mellon Bank Center
Pittsburgh, PA 15258-0001
ABA #: 043000261
For Merrill Lynch Acct #: 101 1730 12

FBO
Account # 850-04G34

Your prompt attention to this matter is appreciated. Should you have any questions, please contact Daniel Hanwacker at Merrill Lynch 212-382-8494.


Sincerely,

 


search login