Stocks
If your securities are held at a brokerage firm:
Contact your broker in writing and request a transfer of securities to the United Way account. United Way has accounts at most of the brokerage houses in our area. Contact your broker in writing and request a transfer of securities to the United Way account. United Way has accounts at most of the brokerage houses in our area.
Notify United Way accounts receivable department:
Call 205.458.2012 to notify us of the transfer. Also, notify your company’s campaign coordinator so your gift can be included in your company’s campaign results.
If you hold the securities:
Assign your stock certificate to United Way of Central Alabama and be sure your signature is guaranteed. Stock certificate should be hand-delivered or sent by certified mail to our main business address to the attention of Accounts Receivable. Also include a letter stating that this is a gift to United Way separate from the certificate.
Donor Advised Funds
Simplify your giving through a dedicated charitable fund and join a community of philanthropists maximizing their charitable impact and meeting our region’s most pressing needs. Charitable Foundations offers a range of giving options and tailored strategies to simplify and maximize your giving. When you contribute to a donor advised fund during your lifetime, you are eligible for an immediate income tax deduction.
Notify United Way’s Accounts Receivable department:
Call 205.458.2012 to notify us of payment through a donor advised fund. Also, if you are employed, notify your company’s campaign coordinator so your gift can be included in your company’s campaign results.