Steps to Give Stock

STEP 1

Direct your broker or agent to transfer shares from your account into the “Heart of Indiana United Way” account at Stifel, account number XXXXXXX, XXXXX. 

STEP 2

Fill out the Gift of Stock form here to notify Heart of Indiana United Way upon initiating the transfer of shares to ensure we credit the gift to you and issue a tax receipt for your donation. 

ITEMS TO REMEMBER

• The date of the stock gift is the day the right of ownership of the stock is effectively transferred to United Way.
• The value for tax purposes is the mean between the high and low quoted selling prices on that day.
• Your gift will be acknowledged by United Way with the valuation of your gift for tax purposes