A gift of appreciated stock or other assets creates meaningful impact throughout North Texas, while also offering potential tax benefits. By donating assets, you may be able to increase your tax deduction and your gift while avoiding capital gains taxes.
To donate stock, please contact Annette Bradford on the United Way Stock Gift Processing team at (214) 978-2027 or abradford@unitedwaydallas.org. United Way will need the information below to assist you with this transaction:
- Your name
- Your address
- Name of the stock with security symbol(s)
- Number of shares
- Approximate market value of transfer
- Preferred method of making the transaction (see the options below).
