Giving stock to the United Way of the Valley and the Greater Utica Area can have many benefits for you. You avoid the capital gains tax you would normally pay, plus earn a standard deduction on local and state taxes.

IF YOUR SECURITIES ARE HELD AT A BROKERGE FIRM:
Contact your broker in writing (example letter) and request a transfer of securities to the United Way account. Notify our office of this transfer by calling (315) 733-4691, and by sending a copy of the letter to 270 Genesee Street Utica, NY 13502-4617.

IF YOU HOLD THE SECURITIES:
Assign your stock certificate to United Way of the Valley and the Greater Utica Area and be sure your signature is guaranteed. Stock certificate should be hand-delivered or sent by certified mail to: 270 Genesee Street, Utica, NY 13502-4617.

Send a letter (separate from the certificate) stating that this is a gift to United Way of the Valley and the Greater Utica Area

Note: You should consult your professional, financial or legal advisor for tax advice and to calculate total tax savings.