A GIFT OF STOCK

An Easy Way to Give

TAX BENEFITS OF STOCK TRANSFER

If you have held the stock for at least one year, you may deduct the full fair market value of your gift.

You will avoid paying capital gains tax on stock that you chose to donate.You will avoid paying capital gains tax on stock that you chose to donate.

Instructions for Electronic Transfer
Please have your investment advisor/broker forward the stock electronically to United Way’s Merrill Lynch account per the following instructions: 

Instructions for Electronic Transfer
Please have your investment advisor/broker forward the stock electronically to United Way’s Merrill Lynch account per the following instructions: 

  • DTC #______________ 
  • For United Way of Central New Mexico
  • Merrill Lynch Account #__________________ 
  • Merrill Lynch Advisor: ____________________
  • Phone: _________________

Questions? Contact Larry Strickland, JD, CPA, Director of Donor Impact (505) 975-7556