Gifts of Stock - United Way of San Antonio and Bexar County
Gifts of Stock

BENEFITS OF DONATING STOCK

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to United Way of San Antonio and Bexar County.

• Avoid paying capital gains tax on the sale of appreciated stock

• Receive a charitable income tax deduction

• Further our mission today

HOW TO MAKE A GIFT OF STOCKS AND BONDS

Please have your broker transfer shares to the United Way of San Antonio and Bexar County account:

Merrill Lynch
Account # 70S-04B59
DTC 8862

ML Contact: Martha Ortega
210-805-2980
Martha.b.ortega@ml.com

United Way will be notified by Merrill Lynch to obtain authorization to sell Stock immediately and the proceeds are then sent to United Way. United Way will send an acknowledgment to the donor upon receipt of the proceeds.


Please call us if you have any questions.

Patrick Gonzales, Vice President of Pledge Processing and Collections
210-352-7008

Thomas Cantu, Director, Cash Management and Pledge Collections
210-352-7015

Tocqueville Society

Leaders who invest $10,000 or more toward improving lives.

Send this to a friend