Make a Gift of Securities
Providence Meeting welcomes tax-deductible contributions in the form of securities.
Shares Held in an Account
You will need to instruct your broker or banker about your wish to give securities to Providence Meeting. Specify the type of stock, the number of shares that you are donating, and the date by which the gift should be transferred. In order for your broker or banker to transfer the securities electronically, s/he will need the following information:
Providence Monthly Meeting's Broker: UBS
DTC Number: 0221
Account Name: Providence Monthly Meeting Religious Society of Friends
Account Number: JH-01037
Send to the attention of : Brad Bernstein, UBS
Phone Number: 215-972-6832
Providence Meeting's Tax ID Number: 23-2849863
Shares Held in Certificate Form
In one envelope, send or deliver UNENDORSED stock certificates by First Class mail along with a letter of transmittal giving your name, address, telephone number, the purpose of the gift, and any restrictions or designations that may apply to:
Providence Monthly Meeting
ATTN: Treasurer
P.O. Box 412
Lima, PA 190
Under separate cover, mail to the same address a signed stock power executed IN BLANK for each security along with a copy of your letter of transmittal. You may obtain stock powers from your bank or broker. For most expedient handling, please do NOT fill in Providence Meeting's name as transferee on either the stock certificate or the stock power, and please do NOT send the stock certificates to a transfer agent for re-registration in the Meeting's name.
If you have questions, please contact Bill Belanger, Treasurer at 610-565-0899 or via email at .