Stock Donation Instructions printable pdf download

Stock Donation Instructions

To donate stock, please follow the instructions below. You should also contact your

stock broker, tax advisor, or financial consultant for more details about making your

donation in the form of stock.

Step 1. Complete the pledge process and indicate “stock” as your giving method. Also

include the approximate stock cash value.

Step 2. Send the following two items to YOUR BROKER or financial consultant: 1) a

letter authorizing the TRANSFER of stock as a charitable contribution to your designated

agency, and 2) a United Way Contribution Stock Transfer Verification Form. Please

complete Section I of the Verification Form before sending to your broker. Once the

stock transfer is complete your broker must complete Section II of the Verification Form

and return it to Pfizer. Completed Verification form must be received in order for the

match to be completed. A copy of the form and a sample broker letter has been

provided.

If you are donating stock to more than one agency, send a separate letter and

Verification Form to your stock broker for each agency receiving stock.

Include the following details in the letter to your broker:



Expected date of transfer of shares



Number of shares



Name of stock



Your mailing address



Daytime phone number(s)



Name of charitable agency receiving shares



Agency contact information

Step 3. Send a copy of the broker letter to your designated agency for

acknowledgement and tax purposes. At this point, you have completed your portion of

the stock donation process.

Upon receipt of your letter, your broker must contact each designated agency to obtain

the agency’s brokerage account information.



Agency Account Name



Broker



Account number



Federal Tax ID number



DTC #

We have provided the stock transfer information for key United Way chapters.

Stock Donation Instructions

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