Donate
Giving Gifts of Stocks and Securities
to
United Way
There are two ways to donate securities to the United Way of Southeastern Pennsylvania (UWSEPA).
- Gifts of securities to United Way of Southeastern
Pennsylvania may be made through your broker,
which is the easiest method of donation. Your broker should do
the following:
- Notify United Way of Southeastern Pennsylvania by phone, at 215-665-2564, of the gift of securities.
- Initiate a DTC Transfer using the following
information:
Credit to Vanguard Brokerage Services
Sub Account, United Way of Southeastern Pennsylvania
Account # 60253979
DTC # 0062
The donor's name must appear in the trailer information of the DTC transfer.
- If you do not wish to use a broker,
you can transfer the securities directly to United Way
of
Southeastern Pennsylvania:
- The securities must be endorsed by the registered owner. The registered owner must consult his or her broker or bank to obtain a “medallion signature guarantee” for the back of the certificate. A notary public cannot provide a medallion signature guarantee.
- The registered owner should insert “United Way of Southeastern Pennsylvania (EIN 23-1556045)” as the transferee party on the back of the certificate.
- The registered owner should insert “Vanguard Brokerage Services” as the attorney-in-fact on the back of the certificate.
- Once the back of the certificate is completed
with a medallion signature guarantee, it can be
sent to United Way of Southeastern Pennsylvania at the
address below.
- The date of the gift is the day the securities
pass to United Way of Southeastern Pennsylvania's
control.
- United Way of Southeastern Pennsylvania cannot accept
donations of “control” or “restricted” securities,
as these terms are defined by the Securities Act of 1933.
Please consult your attorney
if you have any questions or are interested in donating
such securities.
- For income tax purposes, the deductible value is the mean between the high and low quoted selling price on the date of the gift.
United Way of Southeastern
Pennsylvania
1709 Benjamin Franklin Parkway
Philadelphia, PA 19103-1294
Stock Donation Line
215-665-2564
Vanguard Brokerage Services is a division of Vanguard Marketing Corporation.
The official registration and financial information of United Way of Southeastern Pennsylvania may be obtained from the Pennsylvania Department of State by calling, toll free within Pennsylvania, 1-800-732-0999. Registration does not imply endorsements.
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