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GIVING GIFTS OF STOCKS AND SECURITIES TO UNITED WAY

There are two ways to donate securities to the United Way of Greater Philadelphia and Southern New Jersey (UWGPSNJ).

     
  1. Gifts of securities to United Way of Greater Philadelphia and Southern New Jersey may be made through your broker, which is the easiest method of donation. Your broker should do the following:
       
    • Notify United Way of Greater Philadelphia and Southern New Jersey by phone, at 215-665-2564, of the gift of securities.
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    • Initiate a DTC Transfer using the following information:  

      Credit to Vanguard Brokerage Services  
      Sub Account, United Way of Greater Philadelphia and Southern New Jersey  
      Account # 60253979  
      DTC # 0062
       
      The donor’s name must appear in the trailer information of the DTC transfer.
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  3. If you do not wish to use a broker, you can transfer the securities directly to United Way of Greater Philadelphia and Southern New Jersey:

       
    • The securities must be endorsed by the registered owner. The registered owner must consult his or her broker or bank to obtain a “medallion signature guarantee” for the back of the certificate. A notary public cannot provide a medallion signature guarantee.
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    • The registered owner should insert “United Way of Greater Philadelphia and Southern New Jersey (EIN 23-1556045)” as the transferee party on the back of the certificate.
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    • The registered owner should insert “Vanguard Brokerage Services” as the attorney-in-fact on the back of the certificate.
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    • Once the back of the certificate is completed with a medallion signature guarantee, it can be sent to United Way of Greater Philadelphia and Southern New Jersey at the address below.
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  5. The date of the gift is the day the securities pass to United Way of Greater Philadelphia and Southern New Jersey’s control.
  6. United Way of Greater Philadelphia and Southern New Jersey cannot accept donations of “control” or “restricted” securities, as these terms are defined by the Securities Act of 1933. Please consult your attorney if you have any questions or are interested in donating such securities.
  7. For income tax purposes, the deductible value is the mean between the high and low quoted selling price on the date of the gift.

United Way of Greater Philadelphia and Southern New Jersey
  1709 Benjamin Franklin Parkway  
  Philadelphia, PA 19103-1294  
Stock Donation Line 215-665-2564

Vanguard Brokerage Services is a division of Vanguard Marketing Corporation. 

The official registration and financial information of United Way of Greater Philadelphia and Southern New Jersey may be obtained from the Pennsylvania Department of State by calling, toll free within Pennsylvania, 1-800-732-0999. Registration does not imply endorsements.