A gift of publicly traded stock or other appreciated securities can create meaningful local impact and may offer financial or tax-planning advantages depending on your circumstances.
Why Consider a Stock Gift?
Donating appreciated securities may allow you to support United Way of Northwest Illinois without first selling the asset. Your financial and tax advisers can help you evaluate the potential benefits.
How to Make a Stock Gift
- Contact your broker or financial adviser.
- Request United Way's current securities-transfer instructions.
- Initiate the transfer through your broker.
- Notify United Way of your name, the security and the approximate number of shares. Brokerage transfers often arrive without donor identification.
For your security: United Way does not publish complete brokerage account information on this public page. We will provide verified instructions directly to you or your adviser.
Frequently Asked Questions
Can I designate my stock gift?
How will my gift be valued?
Can I transfer mutual funds or privately held assets?
Start a Stock Gift
Call 815-232-5184 or contact United Way of Northwest Illinois for verified transfer instructions.