Donate Stock

Amplify Your Impact
Through Stock Donation

Donate Stock

Donate stock to further our mission and ensure that children, individuals, and families have the support they need to achieve educational success and financial security. Giving long term, appreciated stocks may provide greater benefits to you and United Way of San Diego County (UWSD)!

Simple Steps for Giving Stock:

The process for giving stock is easy and straightforward.

Step 1:

Ensure that you have owned the stock for over a year.

Step 2:

In the form below, provide your contact information so UWSD can provide you with the name of our brokerage firm and the additional information you will need.

Step 3:

Call or write to your broker and ask to initiate a “broker to broker” transfer. Instruct your broker to donate the stock directly to United Way of San Diego County.

Step 4:

Your broker can then transfer the securities directly to UWSD’s account. *It is important that the securities be transferred to UWSD’s account prior to being sold to avoid capital gains taxation.

Ready to Get Started?

To learn more about giving stocks, contact Vivian Grifantini at vivian.grifantini@uwsd.org or 858.636.4110. You can also fill out the form below and Vivian will contact you shortly.

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FAQs

Why Donate Stocks?

Donating stocks can be a much more financially lucrative way to support your favorite nonprofits.  

When you own stocks, you must pay capital gains taxes on any profits made by the stocks. By donating your long-term, appreciated stocks to a 501(c)(3) nonprofit, you avoid paying capital gains taxes and provide significant support for the causes you care about most.  

Also, when you make a stock donation to a nonprofit, that nonprofit will receive the full amount of the gift, and you can deduct it from your taxes. Subsequently, this can be a great way for investors to balance their portfolios.