gift transfer notification - UC Merced Giving

Transcription

gift transfer notification - UC Merced Giving
GIFT TRANSFER NOTIFICATION
Donor Name:
Donor Contact Information:
Phone Number:
Street Address:
City:
State:
Zip:
Type of Transfer:
Wire Transfer
Stock Transfer
Description of Gift:
For gifts of securities, please include detailed information related to the transfer including each share name and the
number of shares being transferred.
Anticipated Date of Transfer:
(Month/Date/Year)
Special Instructions:
Please email or fax the completed notification form to giving@ucmerced.edu or (209) 228-4498. Should
you have any questions or need additional information, please contact our Gift Administration staff at
(209) 228-4438.
GIFT TRANSFER INSTRUCTIONS
Thank you for your interest
in supporting the University of California, Merced. Private philanthropy from loyal
alumni and friends helps ensure UC Merced can continue and expand the level of excellence we offer in teaching,
research, and public service. We are grateful you are considering the University in your charitable giving plans.
Below are transfer instructions for wire transfers, securities, and gifts by mail to UC Merced:
Mail
To direct a gift through the mail, please make your check payable to the UC Merced Foundation and mail check to:
University of California, Merced
Attn: Development Services
5200 North Lake Road
Merced, CA 95343
Wire
Wire transfers can be made to both the UC Regents and the UC Merced Foundation.
Bank Name:
Beneficiary account name:
Bank Account No:
Routing / ABA:
Swift:
Bank Address:
Reference Field:
Bank of America
Regents of the University of California, Merced
1233609836
026009593
BOFAUS3N
100 West 33rd Street, NY, NY 10001
Donor Name, Phone No., Gift Designation
Security Delivery – Depository Trust (DTC)
Bank Name:
DTC Participant Number:
Agent Bank Number:
Institutional FINS Number:
Account Number:
Account Name:
Campus Name:
Reference Field:
State Street Bank & Trust Co
0997
26022
35710
QP10
Regents of UC
UC Merced
Donor Name, Phone No., Gift Designation
Banks provide minimal information on wire and security transfers. For tracking purposes, please complete the
attached notification form and email to giving@ucmerced.edu or notify Gift Administration at (209) 228-4438.
Questions related to gift transfers can be directed to our Gift Administration staff by calling (209) 228-4438.