DONATE STOCK
Giving long-term (owned more than a year), appreciated securities may provide greater benefits to you and United Way!
SIMPLE STEPS FOR GIVING SECURITIES TO UNITED WAY
If you’d like to donate stock, follow these simple instructions to complete the transfer process:
Ask your broker to initiate a broker-to-broker transfer
Instruct your broker to donate stock directly to United Way
United Way will provide their brokerage firm’s name and DTC number, account name and number, and contact’s name and phone number
Your broker can then transfer securities to United Way's account
Note: It’s important to transfer the securities to United Way's account prior to being sold in order to avoid capital gains taxation.