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:
STEP 1:
Send a letter to your broker or financial consultant to authorize the transfer of stock as a contribution to United Way of Greater Rochester and the Finger Lakes.
Please include the following details in your letter:
- Name of the stock
- Number of shares
- Expected date of transfer
- Your mailing address
- Your work and home phone number
Transfer Information:
Broker: Morgan Stanley
Account: United Way of Greater Rochester and the Finger Lakes Inc.
Account Number: 881-109558-285
DTC #0015
STEP 2:
Please send a copy of your letter to United Way of Greater Rochester and the Finger Lakes at the email address below to ensure your gift is properly acknowledged. For further questions, please contact Mark Pignagrande or Jen Gaffey-Link at:
Mark Pignagrande
(585)242-6526
Jen Gaffey-Link
(585)242-6424
Step 3:
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 your support in creating a strong region for all.