A gift of appreciated securities, either publicly traded or from a private company, may provide greater tax advantages than gifts of cash.
Donors may transfer stock directly from their own brokerage accounts to the UNO Foundation account described below. Instructions to your broker should specify the name and number of the shares and that the gift to the UNO Foundation is for the benefit of WWNO.
To ensure that your intentions are carried out properly, please contact Ron Biava by phone or e-mail to advise us of your gift (name of the stock and number of shares) and to confirm that the gift is intended to benefit WWNO.
STOCK GIFTS TO BENEFIT WWNO MAY BE TRANSFERRED DIRECTLY TO THE UNO FOUNDATION ACCOUNT USING THE FOLLOWING INFORMATION:
Brokerage Merrill Lynch
Broker Scott Hardie and Maria Johnson
Phone number (504) 586-7644
Account name UNO Foundation
Account number 59404A35
DTC number 8862
For more information contact:
WWNO Development and Marketing Director