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

 For questions regarding your United Way donation, please contact Kim Williams at 765-608-3064 or [email protected]

FLOOD RECOVERY FUND DONATIONS

Make a Gift to Support a Specific County or Give Where the Need Is Greatest

Heart of Indiana United Way is responding to the needs of communities across our five-county region impacted by recent flooding. Your gift will help support long-term recovery efforts for individuals and families in Delaware, Fayette, Henry, Madison and Randolph counties as they recover and rebuild.

100% of your gift will go directly to local long-term flood relief and recovery efforts
in the communities we serve.

Thank you for helping our neighbors when they need us most.