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