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Stock

Support our community and enjoy tax benefits by gifting appreciated securities.

Your stock gift to United Way will significantly impact our community and is a tax-smart way to give.

 

When you donate appreciated stock, you avoid capital gains tax while increasing the impact of your gift. Simply transfer stocks directly to United Way and receive a charitable deduction for the full fair market value of your gift.

 

Make a stock gift

Authorize your broker to electronically transfer stock as a contribution to United Way of Greater St. Louis.

 

Wells Fargo Advisors
DTC #: 0141
Account #: 6615-0314
Contact: Chris Kuhn, 314-991-7847

 

Edward Jones
DTC #: 0057
Account #: 100-09948-1-2
Contact: Bob Zerega, 314-515-3129

 

Some brokers do not provide donor information to United Way’s broker. Please complete the form below to inform United Way of your transfer so we can appropriately acknowledge your support.

Contact Information












If you have questions about the stock transfer process, please contact Aaron Ward at (314) 539-4163 or aaron.ward@stl.unitedway.org.

Planned Giving Options

More ways to give while maximizing your community impact.

Learn more
United Way does not provide tax, legal, or accounting advice. This material is for informational purposes only and should not be relied on for tax, legal, or accounting advice. Please consult with your own tax, legal, and accounting advisors before engaging in any transaction.