Gifts of Stocks and Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to United Way of Central Alabama.
Benefits of gifts of stocks and bonds
- Avoid paying capital gains tax on the sale of appreciated stock
- Receive a charitable income tax deduction
- Further our mission today
How to make a gift of stocks and bonds
By electronic transfer - Please call (205) 458-2022 for instructions on how you can transfer stock or bonds from your brokerage or investment account to United Way of Central Alabama.
By certified mail - Please call (205) 458-2022 for instructions. If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.
More on gifts of stocks and bonds
There are special rules for valuing a gift of stocks or bonds. For example, the value of a charitable gift of stock may be determined by the mean between the high and low stock price on the date of the gift where mutual fund shares may be valued using the closing price for the fund on the date of the gift. Please contact us for more information on your gift of stock or bonds.
Donations by Stock and Donor Advise Funds - United Way of Central Alabama (uwca.org)
Contact us
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.
