Did you know there’s a smart and impactful way to give that may offer you significant tax benefits while supporting your community? Donating securities—such as stocks, bonds, or mutual funds—is a powerful way to invest in the future of Eastern Oregon and Southeastern Washington.
When you give securities directly to United Way of the Blue Mountains, you can:
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Maximize your gift – If your securities have appreciated in value, donating them directly allows you to give more than if you sold the asset and donated the cash.
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Reduce taxes – You may avoid paying capital gains tax and could qualify for a charitable income tax deduction.
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Support lasting change – Your contribution helps us fund critical programs in early childhood development, education, and community health.
How to Give Securities
It’s simple and secure to donate securities to United Way. Here’s how to get started:
1. Talk to your broker
Ask your financial advisor or broker to transfer your securities directly to United Way of the Blue Mountains. This ensures you receive full tax benefits.
Our transfer details are:
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Broker Name: [Insert Broker Name]
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DTC Number: [Insert DTC Number]
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Account Name: United Way of the Blue Mountains
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Account Number: [Insert Account Number]
Be sure to have your broker contact us ahead of the transfer so we can identify your gift and send you a proper acknowledgment.
2. Celebrate Your Impact
Once the transfer is complete, you’ll receive a confirmation and tax receipt from us. Your gift goes to work immediately helping people in need.
Every share matters. Every dollar makes a difference. If you’d like to explore this giving option, please contact us—we’re here to help every step of the way!
Please consult your professional advisers on all financial decisions.