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:
For United Way of Central New Mexico
Merrill Lynch Account #__________________
Merrill Lynch Advisor: ____________________
Questions? Contact Larry Strickland, JD, CPA, Director of Donor Impact (505) 975-7556
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