A Gift of Stock

An Easy Way to Give

Join the Fight and Give

Help every family and every child in our community have a stronger, brighter future.

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.

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? ContactLarry Strickland, JD, CPA, Director of Donor Impact (505) 975-7556

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