Stock Gifts and Securities

You can make a tax-deductible contribution of stock to FaithWorks. Gifts of stock provide a double tax benefit: not only do you receive an income tax deduction for the property's full fair market value, but the stock's appreciation does not incur capital gains.

If you wish to make contributions of stock, please send a note or email to the address below so that we may notify our broker of your intention to give stock:

Charles E. Molloy
FaithWorks Chief Development Officer
PO Box 2902
Brunswick, GA 31521
912.996.5383 (M)
912.261.8512 Ext. 113 (O)

Canopy Asset Management
Attn: Kristen Moore
123 Marina Drive
Saint Simons Island, GA 31522
912.268.2601 (0)
912.268.2607 (FAX)
Website: http://www.canopyasset.com/contact/

To ensure that you receive credit for your gift of stock, please be sure to include information about the stock you are contributing, including your name and the number of shares. If your personal broker will be working directly with our broker, please give her or him special instructions to include your name in the transaction.

FaithWorks (also known as Southeastern Educational Services, Inc.) is an affiliated organization of the United Methodist Church that partners with other denominations and organizations to accomplish common goals and objectives.

Account Information
Account Number: 7517-9388 (held at Charles Schwab & Co., Inc.)

Name: Southeast Educational Services, Inc. (DBA FaithWorks)
PO Box 2902
Brunswick, GA 31521

Contact Name: Wright Culpepper
Tax ID for Filing Purposes: 58-2195606

Broker Contact Information:
Canopy Asset Management
Attn: Kristen Moore
123 Marina Drive
Saint Simons Island, GA 31522
912.268.2601
912.268.2607 FAX

Stock Transfer Instructions

DTC - Eligible Securities – must include client name and Schwab account number. Delivery to: DTC Clearing 0164, Code 40

Dividend Reinvestment or Closed-end Mutual Funds – must reference client name and Schwab account number. The client’s account number MUST NOT be included in the mailing address. DO NOT establish an account in the name of Charles Schwab & Co. for the benefit (fbo) of the client.

Issue a certificate for all whole shares, liquidate all fractional shares and discontinue dividend reinvestment.

Physical Delivery of Checks and/or Securities – all deliveries must reference client name and Schwab account number.

Regular Mailing Address
Charles Schwab & Co., Inc.
As Document Control
PO Box 52114
Phoenix, AZ 85072-2114

Overnight Mailing Address
Charles Schwab & Co., Inc.
As Document Control
2423 E. Lincoln Drive
Phoenix, AZ 85016

Cash/Wire Transfers
(U.S. dollar originating inside U.S.)
Citibank NA
111 Wall Street,
New York, NY 10005
ABA #: 021-000-089
FBO: Charles Schwab & Co, Inc.
Account #: 4055-3953

For the account of:
Southeastern Educational Services, Inc., DBA FaithWorks
(US dollar originating outside the U.S.)
Send by value-dated authenticated wire transfer to:

Amount: US Dollar amount
Pay: Citibank NA
New York, NY 10005

ABA #: 021-000-089
SWIFT address: CITIUS33
FBO: Charles Schwab & Co, Inc.
Account #: 4055-3953

* This information is not intended as legal or financial advice. You are encouraged to speak with your attorney or financial planner. *