Making a planned gift to United Way is simple, rewarding and impactful. Your legacy gift will improve child and community well-being for generations to come. Gifts that help now: Cash, appreciated stock, property Gifts that help later: Bequest in wills, beneficiary designation in 401ks and existing life insurance policies, and new life insurance policies Gifts that pay income: Charitable gift annuity Please note: We recommend consulting with a professional advisor on the impact a planned gift could have on your estate and your specific situation. Learn more about planned giving
Make a long-term impact by donating appreciated stocks and securities to support our mission. You can take a deduction for the fair market value of the stock if you’ve held the stock for a year and never recognized the gain on the stock. You also avoid capital gains taxes on donating appreciated stock—which you would incur if you sold it.
Step 1
Send written instructions (or completed broker transfer form) to your broker specifying that you wish to make a charitable contribution to United Way of Greater Atlanta, along with:
1. The issuer of the securities (type of stock) and/or ticker symbol
2. The number of shares (or the minimum gift value)
3. Ensure your broker provides your name with transfer details so we can properly attribute your commitment. They will not release your name without your consent.
4. Instruct them to transfer to United Way of Greater Atlanta’s Charles Schwab account.
Broker Firm: Charles Schwab
Account # AM-8991-5184
DTC # 0164 code 40
Broker: Mr. Dan White
Phone: 404.724.2469
Fax: 404.724.2460
Email: Dan.White@Schwab.com
Address: 400 Colony Square, Atlanta, GA 30361
Step 2
Your broker should transfer securities to the United Way of Greater Atlanta via the broker account listed below. The Charles Schwab account is typically cheaper, and there’s an advisor available if you need help. If you’d prefer to transfer to the broker account at SunTrust, Wells Fargo, or Merrill Lynch, contact accountsreceivable@unitedwayatlanta.org.
Step 3
Notify us so we can expect the transfer of securities and provide you the proper tax documents. The broker won’t automatically notify us, so please don’t omit this step. A fax or email copy of the transfer instructions from step #1 will suffice.
United Way of Greater Atlanta
Louise Davenport
40 Courtland Street, Ste 300
Atlanta, GA 30303
Phone: 404.527.7262
Email: accountsreceivable@unitedwayatlanta.org
Donating cryptocurrency is non-taxable, meaning you don’t owe capital gains tax on the appreciated amount and you receive a tax deduction for the fair market value of the crypto. This makes Bitcoin and other cryptocurrency donations one of the most tax efficient ways to support us and do more for Greater Atlanta.
We accept the following: Bitcoin (BTC), Ether (ETH), Litecoin (LTC), Bitcoin Cash (BCH), Zcash (ZEC), Gemini Dollar (GUSD), Basic Attention Token (BAT), Chainlink (LINK), 0x (ZRX), Storj (STORJ), Dai (DAI), Amp (AMP), The Graph (GRT), UMA (UMA), 1inch (1INCH).
A Donor Advised Fund (DAF) allows you to make a charitable contribution now, receive an immediate tax deduction, and then provide donations from the fund over time. Here’s how: Recommend a grant from your DAF through your fund administrator by contacting them or by searching your fund below. Set up recurring grants to help sustain our work and choose how often to give. 3. Help continue the mission of United Way of Greater Atlanta by naming us as the beneficiary of the DAF. Simply contact your fund administrator to let them know. 4. Lastly, please email resources@unitedwayatlanta.org so we can thank you!
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