WCPE About Us: Stocks and Bonds




 

Donating stocks, bonds or other securities

WCPE will gladly accept donations of stocks, bonds and other securities. Many Matching Gift Companies will match donations of company stock as well as cash donations. Your Human Resources Department is the best place to find answers to questions about company policies and practices.

If you have the certificates for the shares you wish to donate, you may simply sign them over to us and mail them.

Alternatively, we have accounts with Merrill Lynch, Edward Jones and Davenport & Company. Your broker or account representative can arrange to have the securities transferred.

Our accounts are in the name of Educational Information Corporation, the 501 (C)3 corporation that owns and operates WCPE. Our Federal ID number is XJ56 106 1859. WCPE's State ID number is 92-14083-26.

 

Edward Jones - Our ID is 299-00337-1-0.
The DTC No. is 0057.
We work with Mr. Matt Vukmer, Branch Office Manager, matt.vukmer@edwardjones.com and Ms. Nancy Rhue, Branch Office Administrator, nancy.rhue@edwardjones.com.
The mailing address is 8111 Creedmoor Rd., Suite 104, Raleigh, NC 27613.
The phone numbers are: (919) 518-1012, toll free 1-866-518-1012, and fax 1-877-289-2873.

 

Merrill Lynch - Our ID is 778-04E26 under our Corporate name, Educational Information Corporation.
The DTC No. is 5198.
We work with Ms. Betty Newberry, betty_newberry@ml.com, at PO Box 211 Raleigh, NC 27602.
Her telephone number is (919) 829-2043, toll free 1-800-474-4517, and fax (919) 827-4826.

 

Davenport & Company, LLC. WCPE Gift Account 8643-3565.
The DTC is #0715.
We work with Mr. Kemp Reese, kreece@investdavenport.com, at 3605 Glenwood Ave, Suite 390 , Raleigh, NC 27612.
His phone number is (877) 505-6550, toll free 1-800-838-9651, and fax 866-932-6630.

 





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