Donating stock is a quick and easy process that allows you to deduct the full, fair market value of the asset. The following steps describe how to make a stock donation to United Way to help our community thrive:
- Name of the stock
- Number of shares
- Expected date of transfer
- Your mailing address
- Your work and home phone number
- Broker: Morgan Stanley
- Account: United Way of Greater Rochester Inc.
- Account Number: 881-109558-042
- DTC #0015
After the stock is received, United Way of Greater Rochester and the Finger Lakes will send you a confirmation letter which may be used for tax purposes.
Thank you for you support in creating a strong region for all.