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DONATE STOCK

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.

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 Inc.
  • Account Number: 88-109558-042
  • DTC #0015
STEP 2:

Please send a copy of your letter to United Way of Greater Rochester at the email address below to ensure your gift is properly acknowledged. For further questions, please contact Julie Bowen or Kay Hall at:

Julie Bowen
julia.bowen@uwrochester.org
Phone Number: (585) 242-6526
 

STEP 3:

After the stock is received, United Way of Greater Rochester will send you a confirmation letter, which may be used for tax purposes.


Thank you for your support in creating a greater Rochester for all.