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.