Plan a LEGACY GIFT that provides tax benefits
We are pleased that you have an interest in learning about the many benefits of making a planned gift. If you have any questions about the best way for you to benefit from a planned gift.
Giving long-term (owned more than a year), appreciated securities may provide greater benefits to you and United Way!
Making a gift of appreciated securities is a great way you can make a difference in our community. Donated assets such as stocks and mutual funds may provide you with an income tax deduction based on the fair market value of the gift and eliminate all capital gains taxes. Please consult with your tax advisors for specific tax advice when giving securities.
DONATING SECURITIES TO UNITED WAY OF Wayne county
Electronic Transfer of Securities
Please notify your broker to initiate a “broker-to-broker: transfer. This will transfer the donated stock from your brokerage account to United Ways’ brokerage account, at which time United Way will sell the donated stock. Electronic delivery of shares provides the most expedient delivery process.
Provide a copy of this form to your broker to initiate this transfer to one of United Way’s brokerage accounts listed on the form.
Please send a copy of the completed form to Donor Services via:
Email to firstname.lastname@example.org
Fax to Donor Services at 919.735.3654
Or mail to United Way of Wayne County, PO BOX 10893 Goldsboro, NC 27532
To help you facilitate a gift of securities, please contact:
United Way of Wayne County at 919.735.3591
E-mail email@example.com for assistance
When United Way of Wayne County receives a gift of securities and matches that gift to the donor, a “letter of confirmation” gift receipt will be sent. The value of your gift for tax purposes is determined by averaging the high and low price on the date of transfer (date received in UWWC’s account) multiplied by the number of shares donated.
United Way of Wayne County EIN# - 56-0611553