Make a difference in our community.
Your investment in United Way of Greater New Haven uplifts our community - improving lives today and helping build a more just tomorrow.
Through a gift of appreciated stock to United Way, 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
- Please notify Kristin Loughry at United Way of Greater New Haven of your intent to transfer stock at kloughry@uwgnh.org or (203) 687-4274. Please include the name of the stock and approximately how many shares.
- 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
OR -
If you have physical possession of the stock certificate, please contact us for instructions.
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.
Contact Us
Please contact Kristin Loughry at kloughry@uwgnh.org or (203) 687-4274 with questions about stock certificates, as well as notification of incoming stock transfers.
* Please consult your tax advisor.