DONATE STOCK

Donating stock to the United Way is a quick and easy process. Just follow the steps to make an investment to the greater Rochester community.

STEP 1:

Send a letter to your broker or financial consultant to authorize the transfer of stock as a contribution to United Way of Greater Rochester.

Please include the following details in your letter:

  • Name of the stock
  • Number of shares
  • Expected date of transfer
  • Your mailing address
  • Your work and home phone number

Transfer Information:

  • Broker: Morgan Stanley
  • Account: United Way of Greater Rochester Inc.
  • Account Number: 881-109558-406
  • DTC #0015
STEP 2:

Please send a copy of your letter to United Way of Greater Rochester at the email address below to ensure your gift is properly acknowledged. For further questions, please contact Julie Bowen or Kay Hall at:

julia.bowen@uwrochester.org
Phone Number: (585) 242-6526

kay.hall@uwrochester.org
Phone Number: (585) 242-6535

STEP 3:

After the stock is received, United Way of Greater Rochester will send you a confirmation letter, which may be used for tax purposes.

Thank you!

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