Stock Donation Transfer Information

Making a stock or equity donation

We are grateful that you are considering making a donation to Pathway.  Below is the information that your brokerage firm will need to initiate the transfer.

To ensure timely receipt of stock donations
Please notify us at finances@YourPathwayChurch.org with the transfer details.

Include the following information:

  • Donor Information: Your name, address, phone number, and email
  • Stock/Equity: Date of transfer, security name, number of shares, ticker symbol
  • Note: Include fund name the donation is for (General Operating Fund, Debt Reduction, etc)

 

Contact your broker with this stock transfer information:

DTC Eligible Securities:
   DTC Number: 0141
   Name of Firm: Wells Fargo First Clearing Services
   Account Number: 5994-7926
   Account Title: Pathway Church of Arlington Heights

Government Securities (Treasuries, STRIPS, Agencies, Mortgage Backed Securities):
   Name of Bank: Bank of NYC/FCCORP
   Routing Number: ABA# 021000018
   Further Credit to: 5994-7926

Mutual Funds:
Mutual Funds can be donated via partial Automated Customer Account Transfers (ACATs aka electronic
transfer) or as a re-registration of assets via DTCC (BIN number required for this option).

To request a BIN number for re-registration, please send a written letter to the Discount Division Team via
email at support@wintrustwealth.com, fax to (312) 846-9542 or mail to the address listed below. The request
must contain the following:

  • The delivering firm name, account number, account type and registration.
  • The Mutual Fund name, symbol, CUSIP and number of shares.
  • The receiving firm’s account number and registration.

Please be aware, the process to obtain a BIN number could take a minimum of 5 business days.

Contact Information:
Wintrust Wealth Management Discount Division Team
231 South LaSalle Street, 13th Floor
Chicago, IL 60604
Phone: 800-445-2233
Email: support@wintrustwealth.com