Laptop open to a page showing stock performance graphs, while hands type on keyboardThe 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: giving@unitedhelpers.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