Giving long-term (owned more than a year), appreciated securities may provide greater benefits to you and United Way!
Simple steps for giving a gift of securities to United Way
If you would like to make a gift of stock to United Way Monterey County, we would be happy to provide stock transfer instructions to you. It is a simple, straightforward process.
- You can call or write to your broker, and ask your broker to initiate a "broker to broker" transfer. You would instruct your broker to donate the stock directly to United Way.
- United Way would provide you with the name of our brokerage firm, the brokerage firm’s DTC number, the account name and number, and the telephone number and name of the broker contact at the firm.
- Your broker can then transfer the securities directly to the United Way's account. It is important that the securities be transferred to United Way's account prior to being sold in order to avoid capital gains taxation.