Stock Transfer Instructions
Wiring instructions for transferring stock to House of Mercy:
1. Notify your broker to wire the stock to the House of Mercy account using the information shown below.
2. Send a letter to Smith Barney at the address below confirming the transfer, the transfer amount, and that House of Mercy is the recipient of your donation.
3. Contact Stan Patterson at House of Mercy to notify him of the stock donation. This step will help ensure that House of Mercy confirms your contribution and is able to send a tax receipt for the acknowledgement of your gift. Stan's contact information is shown below.
Upon receipt of notice of the transfer, House of Mercy will
sell the stock, and the donor will be credited for a donation amount equal to
its value on the date that the stock was transferred to House of Mercy.
Stock Transfer Account Information
DTC#
0418
House
of Mercy Account Number
801-716701-19-136
House
of Mercy Federal Tax ID#
56-1733055
The House of Mercy Brokerage Account is located at:
The Lipe Pfeifer Group at Smith Barney
6101
Carnegie Blvd.
2nd
Floor
Charlotte, NC 28209
Telephone (704) 571-3200 or (800) 766-3770
E-Mail the lipefeifergroup@smithbarney.com
Website www.fa.smithbarney.com/lpgroup
Further information, please contact:
Stan Patterson
President/CEO
House of
Mercy, Inc.
P. O. Box 808
Belmont, NC
28012
(704) 825-4711 x 2