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Stock Gifts

LETTER OF TRANSFER

Gift of Securities

 

United Way of Tucson and Southern Arizona provides this form letter to assist the donor in instructing his/her broker to transfer securities as a donation to United Way of Tucson and Southern Arizona (Fed. Tax ID #86-0098932). United Way of Tucson and Southern Arizona processes gifts of stock regardless of agency/agencies designated to receive the gift. Please:

 

1. Fax or mail completed letter to your Broker,

AND

2. Fax, mail, e-mail or drop off a copy of the completed letter to ensure that you receive proper credit for your gift and acknowledgment for tax reporting to:

 

Oscar Delgado, Contoller
United Way of Tucson and Southern Arizona
P. O. Box 86750
Tucson, AZ 85745-6750
Street Address: 330 N. Commerce Park Loop, suite 200 (Catalina building)

Phone: 520.903.3945
Fax: 520.903.9002
Email Oscar Delgado

 

Click here to download the Stock Letter of Transfer Form.