Donate Stock to United Way of Northwest Illinois
A gift of publicly traded stock or other appreciated securities can support important programs in Northwest Illinois and may offer financial or tax-planning advantages depending on your circumstances.
Why Donate Appreciated Stock to Charity?
Donating appreciated stock directly to United Way of Northwest Illinois may allow you to make a meaningful charitable gift without first selling the investment. This can help preserve more of the asset’s value for charitable use.
Depending on the asset, how long you have owned it and your individual tax situation, a direct securities donation may also provide tax benefits. Ask your financial and tax advisers whether donating stock is appropriate for your charitable and financial goals.

How to Make a Charitable Stock Donation
- Contact your broker or financial adviser. Ask about transferring shares directly to United Way of Northwest Illinois.
- Request verified transfer instructions. Contact United Way before sending the gift to receive the current brokerage information.
- Initiate the securities transfer. Your broker can help you complete any required forms and transfer instructions.
- Notify United Way. Provide your name, the name of the security and the approximate number of shares.
- Discuss any designation. Let us know if you would like your gift considered for an eligible local program, priority area or county.
Stock Donation Frequently Asked Questions
Can I designate my stock gift?
Contact United Way of Northwest Illinois to discuss eligible designation options. Depending on current guidelines, you may be able to request support for a local program, community priority or service area in Stephenson, Jo Daviess or Carroll County.
How will my charitable stock gift be valued?
The value used for tax purposes depends on the type of security and applicable tax rules. Publicly traded securities are generally valued using market information for the date of the contribution. Your tax adviser should determine the appropriate value and reporting requirements for your gift.
Can I donate mutual funds or privately held assets?
Some mutual funds and other noncash assets may require additional review, documentation or processing time. Please contact United Way before beginning the transfer so we can determine whether the proposed asset can be accepted.
Why should I notify United Way about the transfer?
Brokerage transfers frequently arrive without the donor’s name or contact information. Advance notice helps us match the shares to you, acknowledge your donation and follow any eligible gift instructions.
Will I receive a written acknowledgment?
United Way will provide a written acknowledgment when it can identify the donor. The acknowledgment confirms receipt of the securities but does not assign a tax value to the donated property.
Start Your Stock Gift
Contact United Way of Northwest Illinois for verified transfer instructions before asking your broker to send the securities.
Call 815-232-5184 or contact our team online.
This page provides general educational information only. United Way of Northwest Illinois does not provide legal, tax, accounting or investment advice. Please consult your broker, tax professional and financial adviser before making a gift. Last reviewed: September 2026.
For additional information, review the IRS guidance on charitable contributions .
