Donate Stock
It is a simple and straightforward process if you’d like to make a gift of stock to the World Affairs Council of Charlotte.
Step 1: Send an email to info@worldaffairscharlotte.org informing us that you are intending to donate appreciated stock to the WACC
Step 2: Instruct your brokerage account manager or firm to initiate the securities transfer request to:
World Affairs Council of Charlotte
UNC Charlotte – 227 CHHS Building
9201 University City Blvd.
Charlotte, NC 28223
ACCT # 2285-5930 (Wells Fargo Advisors brokerage account)
DTC # 0141
Transfers can be done electronically or by mail.
If you are sending actual stock certificates, they need to be mailed to the following address. Please include our brokerage account number (ACCT # 2285-5930) and your contact information in your cover letter, as our Financial Advisor will follow up with you.
Steve Dotson, CRPC
Financial Advisor
Wells Fargo Advisors, LLC
6000 Fairview Road. Suite 800
Charlotte, NC 28210
If you need to reach Steve Dotson directly, please contact him via email or by phone:
Email: steve.dotson@wfadvisors.com
Phone: 704-553-6365 (direct)
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.
It is important that the securities be transferred to the World Affairs Council of Charlotte’s account prior to being sold in order to avoid capital gains taxation. Wells Fargo Advisor is not a legal or tax advisor.
