Giving stock instead of cash can have many benefits for you. Most important—you avoid the capital gains tax you'd normally pay.  Plus, you earn a standard deduction.

 Why Give Stock?

• By giving stock held for at least a year, you avoid paying the 15 percent capital gains tax typically incurred if you sell.
• Earn a standard tax deduction on both federal and state taxes—potentially big savings for you.

How to Give Stock

Step 1: Create a Intent Letter

• Make a customized letter the easy way.
• Print three copies of the letter (one for your records)

Step 2: Send the Letter

• Send a copy to your banker/broker.
• Send the other copy to United Way.

Step 3: Inform United Way

• Inform us that your stock gift is coming via e-mail or phone: 612-340-7610.
• Include your name, phone number and the value of your pledge.

Learn More

• An example gift of stock
• Customize a letter of intent

For more information about giving stock, please contact Colleen Kangas at 612-340-7610.