St. Luke's LifeWorks - Contribute Securities

Donations of Stocks & Securities

Thank you for supporting St. Luke’s LifeWorks! Should you have any questions regarding the instructions below, please contact The Development Office at (203) 388-0123 x 123. Thank you for your donation.

Transfer via DTC

(From brokerage house to brokerage house.) This is the preferred and easiest method. Simply instruct your broker to make a free delivery to:

UBS DTC #0221

Trust A/C Name: St. Luke’s LifeWorks

Account # Y2-13170-S7

Attn: David Ball (Phone: 203-719-1685)

Physical Delivery of Securities*

Mail certificates via registered mail with the information below. To make a physical delivery from brokerage house to brokerage house, send written instructions to your broker requesting securities to be registered and mailed as follows:

UBS Financial Services Inc

Attention: David Ball

677 Washington Blvd, 6th Fl

Stamford, CT 06901

*Important - All physical deliveries must be accompanied with the following information:

Trust A/C Name: St. Luke’s LifeWorks

Account # Y2-13170-21

A letter signed by the registered owner stating that UBS is authorized to deposit said shares to the account of St. Luke’s LifeWorks.

Tax-related documents: We deeply appreciate your support and want to acknowledge your gift promptly. Please contact The Development Office at (203) 388-0123 x 123 to inform St. Luke's LifeWorks that your gift has been made or instruct your broker to inform UBS, so we can ensure that the correct tax-related acknowledgements of your contribution are provided.

Thank you for supporting St. Luke’s LifeWorks!