Make a long-term impact by donating appreciated stocks and securities to support our mission. You can take a deduction for the fair market value of the stock (as opposed to your purchase price) if you have held the stock for a year and never recognized the gain on the stock. You also avoid capital gains taxes on donating appreciated stock (as you would incur if you sold it outright). It costs you less to give stock and this allows you to maximize your gift.
Please send written instructions (or completed broker transfer form) to your broker specifying that you wish to make a charitable contribution to United Way of Greater Atlanta. At a minimum, please include the four items in your transfer instruction document:
Broker Firm: Charles Schwab
Account # AM-8991-5184
DTC # 0164 code 40
Broker: Mr. Dan White
Address: 400 Colony Square, Atlanta, GA 30361
Your broker should transfer securities to the United Way of Greater Atlanta via the broker account listed below. The Charles Schwab account is typically less expensive, and there is an advisor available if you need assistance. If you would prefer to transfer to the broker account at SunTrust, Wells Fargo, or Merrill Lynch, please contact firstname.lastname@example.org
Notify United Way of Greater Atlanta so we can expect the transfer of securities and provide the proper tax documents to you. The broker will not automatically notify United Way, so please don’t omit this step when the transfer is initiated or completed. A fax or email copy of the transfer instructions from step #1 above will suffice.
United Way of Greater Atlanta
40 Courtland Street, Ste 300
Atlanta, GA 30303