Giving long-term (owned more than a year), appreciated securities may provide greater benefits to you and United Way!
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Please notify your broker to initiate a “broker-to-broker: transfer. This will transfer the donated stock from your brokerage account to United Ways’ brokerage account, at which time United Way will sell the donated stock. Electronic delivery of shares provides the most expedient delivery process.
Please complete United Way’s “Securities Donation Form”.
Provide a copy of this form to your broker to initiate this transfer to one of United Way’s brokerage accounts listed on form.
If you actually have physical possession of the stock certificate. You can deliver or mail the securities to United Way of Central Carolinas, 301 South Brevard Street, Charlotte, NC 28202, along with the “Securities Donation Form”.
You will need to fill out two additional forms with the delivery of a stock certificate when the stock certificate is in your name. The two forms required are Relinquish Rights and Stock Power Form.
The gift date for physical securities is determined by the postmark on the envelope used to mail the securities or by the hand delivery date.
If you wish to make a gift of mutual funds, please contact Donor Services by email at email@example.com.
To help you facilitate a gift of securities, please contact our team via:Jose Alonso, Accounts Receivable Manager, at (704) 371-6325
When United Way of Central Carolinas receives a gift of securities and matches that gift to the donor, a “letter of confirmation” gift receipt will be sent. The value of your gift for tax purposes is determined by averaging the high and low price on the date of transfer (date received in UWCC’s account) multiplied by the number of shares donated.
United Way of Central Carolinas EIN# - 56-0529948