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Through a gift of appreciated stock, you receive a charitable income tax deduction for the full fair market value of the securities, while also helping you avoid capital gains taxes.*
SIMPLE STEPS FOR GIVING A GIFT OF SECURITIES TO UNITED WAY
1. Please notify Kathleen Crisafi at United Way of Greater New Haven of your intent to transfer stock at [email protected] or 203.691.4213. Please include the name of the stock and approximately how many shares.
2. Direct your broker or agent to transfer shares from your account into the “United Way of Greater New Haven” account at Merrill Lynch, account number 812-04495, DTC #8862
If you have physical possession of the stock certificate, please contact us for instructions.
3. When the transfer is complete, have your broker notify United Way of Greater New Haven and include your name, as well as the stock name and number of shares.
Please contact [email protected] or 203.691.4213 with questions about stock certificates as well as notification of incoming stock transfers.
* Please consult your tax advisor.
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