DONATE STOCK TODAY
Your donation of stocks or other securities to United Way of Midland County may yield significant tax advantages to you and greater benefits to your community. When donating stock, most people simply transfer the stock directly to United Way as described below rather than selling it.
Check with your broker or tax advisor to determine if a stock donation makes sense for you.
SECURITIES HELD BY A BANK OR BROKER
Step 1: Let us know to expect your gift.
Step 2: Use this template letter to authorize your broker or financial consultant to transfer the stock as a contribution to United Way of Midland County. If you create your own letter, please be sure to include the following information:
• Stock name or symbol
• Number of shares you wish to donate
• Expected date of transfer
• Your account #
• Your work and home telephone numbers
• Your home address
• United Way of Midland County’s Brokerage Account information (see below)
• Authorization for your broker to disclose your name, and details pertaining to the stock transfer, to United Way.
Step 3: Celebrate! Your gift will make a difference in our community.
SECURITIES HELD IN CERTIFICATE FORM
Step 1: Let us know to expect your gift.
Step 2: Send your certificate without any endorsement to:
United Way of Midland County
Attention:
115 Jerome Street
Midland, MI 48640
Step 3: In a separate envelope, send a blank Stock Power Form (fill in only the signature(s) and the date at the bottom). The certificate is only negotiable when joined with the Stock Power Form.
Step 4: Celebrate! Your gift will make a difference in our community.
Please Note: We recommend the stock certificate and the stock power be sent separately by certified or registered mail for your protection.
BROKERAGE ACCOUNT
STIFEL
DTC # 0793
Account # 3135-4354