Giving long-term (owned more than a year), appreciated securities may provide greater benefits to you and United Way!
Simple Steps for Giving a Gift of Securities to United Way
If you would like to make a gift of stock to United Way of Northern Nevada and the Sierra, we would be happy to provide stock transfer instructions to you. It is a simple, straightforward process and a very popular gift technique among many taxpayers.
You can call or write to your broker, and ask your broker to initiate a "broker to broker" transfer. You would instruct your broker to donate the stock directly to the United Way of Northern Nevada and the Sierra. We will provide you with the name of our brokerage firm, the brokerage firm’s DTC number, the account name and number, and the telephone number and name of their broker contact at the firm. Our broker can then transfer the securities directly to the UWNNS account. It is important that the securities be transferred to United Way's account prior to being sold in order to avoid capital gains taxation.
When you are ready, please contact Lulleen Lamar, Vice President, Director of Philanthropy and Community Impact, 775-322-8668 to get started.
The Internal Revenue Service recognizes United Way of Northern Nevada and the Sierra (UWNNS) as a Section 501 (c) (3) public charity. Gifts to UWNNS may be tax deductible in the U.S.A. Our Federal Tax ID # is 88-0059327. UWNNS is incorporated in the state of Nevada. Our Mission: "We link the community's will and resources to improve lives."