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Giving stock instead of cash can have many benefits for you. Most importantly, you
avoid the capital gains tax you normally would pay. Plus, you earn a standard deduction.
Why Give Stock?
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By giving stock held for at least a year, you avoid paying the 15 percent
capital gains tax typically incurred if you sell. |
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Earn a standard tax deduction on both federal and state taxes—potentially big savings for you. |
How to Give Stock
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Step 1: Create a transfer
request.
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Step 2: Print and mail the
request.
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Print three copies of the letter.
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Send a copy to your banker/broker. |
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Send the other copy to United Way. |
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Retain one for your records. |
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Step 3: Inform United Way
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Inform us that your stock gift is coming via
e-mail
or phone: 715-377-0203 |
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Include your name, phone number and the value of your pledge. |
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For more information about giving stock,
please contact John Coughlin
at 715-377-0203 x102 | 
