Gift of Stock

A gift of stock can bring you tax savings!

A gift of appreciated securities provides an ideal opportunity for you to make a significant gift to United Way and take advantage of substantial tax benefits by avoiding capital gains and receiving an acknowledgement for the full value of the gift. In order to avoid the capital gains tax, donors must give the stock directly to United Way of Washtenaw County. It is United Way of Washtenaw County's policy to sell stock immediately upon receipt.

United Way will send you a thank you and letter of receipt, indicating what securities we have received and the date of transfer. We use the average value of the securities on the date we receive them into our account to establish the gift value for tax purposes. Note that this amount may be different (higher or lower) than the amount we receive from the sale.

For questions or specific information on giving the gift of stock to the United Way of Washtenaw County, please contact Marjo Daum at 734.677.7212.