SIMPLE STEPS FOR GIVING A GIFT OF SECURITIES TO UNITED WAY
If you would like to make a gift of stock to United Way of San Diego 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 of San Diego County.
The United Way would provide you with the name of their brokerage firm, the brokerage firm’s DTC number, the account name and number, and the telephone number and name of their 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.
Start your stock donation to United Way of San Diego County by filling out the form below. You will receive a follow-up email with further instructions.