Stocks
Did you know you can transfer gifts of stock and securities?
Read and/or download the instructions to impact local lives with your stock!
A Smart Way to Give Back
Donating appreciated securities, such as stocks or bonds, is a simple and tax-efficient way to support United Way of the CSRA while maximizing your impact.
Why Consider a Stock Gift?
- Avoid Capital Gains Tax
By donating appreciated stock directly, you can bypass capital gains taxes you would otherwise incur from selling the asset. - Receive a Charitable Tax Deduction
You may be eligible for a charitable income tax deduction based on the full fair market value of the donated securities. - Make an Immediate Local Impact
Your gift helps fund vital programs and services across the CSRA, supporting individuals and families who need it most.
Giving stock is a powerful way to invest in your community while making the most of your charitable contribution.
Instructions for Transferring Gifts of Stock/Securities to United Way of the CSRA
- Please send written instructions (or a completed broker transfer form from your broker’s institution) to your broker specifying that you wish to make a charitable contribution to United Way of the CSRA. At a minimum, please include the five items below in your transfer instruction document:
- Include the issuer of the securities (the type of stock) and/or ticker symbol
- Include the number of shares (or the minimum gift value)
- Instruct them to transfer to Wells Fargo Advisors account # 88352269
- Include “this account belongs to United Way of the CSRA, Federal Tax ID #58-0566155”
- Specifically request that the donors’ First and Last Name are transferred with the details, otherwise, they will not release your name, and we will not know how to acknowledge the gift
- Your broker should transfer securities to United Way of the CSRA via the broker account listed below:
Broker Firm: Wells Fargo Advisors
Account # 88352269
DTC # 0141
Phone: 800.872.3377 - Please notify Debbie Brown, Director of Finance at United Way of the CSRA, so we can then expect the transfer of securities and provide the proper tax documents to you. The broker will not automatically notify Debbie, so please do not omit this step when the transfer is initiated or completed. A fax or email copy of the transfer instructions from step #1 above will suffice. Contact information:
United Way of the CSRA
Debbie Brown, Director of Finance
1765 Broad Street
Augusta, GA 30904
Phone: 706.922.8926
Fax: 706.922.8985
Email