The Society of the United Helpers can accept your gift of stock by electronic transfer. Thank you so much!
Information you need in order to transfer your stock to UH:
- We have an account with LPL Financial; the account number is 227-59414
- The name of our account with LPL Financial is: "Society of United Helpers"
- The Tax ID number of the Society is: 15-0532251
- The name of the adviser for the account is: Eric Brunet, of Community Investment Services / LPL Financial
- Electronic transfers typically arrive without your name associated with your gift
- Please email us and let us know of your gift intentions, before or as your transfer your shares: firstname.lastname@example.org
- If you have further questions, please call the United Helpers Development Office: 315-714-3110 x522
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Last reviewed: Dec 03 2019