Planned Giving

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. 

DONATE STOCK

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.

 

Please complete United Way’s “Securities Donation Form”.

 

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 sarchibald@unitedwayne.org

  • Fax to Donor Services at 919.735.3654

  • Or mail to United Way of Wayne County, PO BOX 10893 Goldsboro, NC 27532

 

Stock Certificate

Mutual Funds

NEED HELP?

To help you facilitate a gift of securities, please contact:

United Way of Wayne County at 919.735.3591 
E-mail sarchibald@unitedwayne.org for assistance

 

CONFIRMATION INFORMATION:

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# - 

FOR IMMEDIATE ASSISTANCE, PLEASE Dial 2-1-1.

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2803 Cashwell Drive, Suite B - Goldsboro - North Carolina - 27534 

919.735.3591(t) - 919.735.3654 (f)

© 2017 United Way of Wayne County

Financial information about this organization and a copy of its license are available from the State Solicitation Licensing Branch at (888)830-4989.  The license is not an endorsement by the State.