Please notify your broker to initiate a “broker-to-broker” transfer. This will transfer the donated stock from your brokerage account to United Way’s brokerage account, at which time Greater Gallatin United Way will sell the donated stock.

Electronic delivery of shares provides the most expedient delivery process.

Please complete United Way’s Securities Donation Form.

Provide a copy of this form to your broker to initiate this transfer to one of United Way’s brokerage accounts listed on form.

Please send a copy of the completed form to GGUW.

BY EMAIL: admin@greatergallatinunitedway.org
BY FAX:  406-586-0996 

BY MAIL: 945 Technology Blvd., Ste. 101F, Bozeman, MT 59718 

If you want to donate stock certificates that you have in your possession, please call us at 406-587-2194 to coordinate the transfer.

• For security purposes it is important that you do not endorse the stock certificate itself before sending it to the United Way. We will supply you with a separate stock power to process the transfer and sale of the certificate.
• Send the original stock certificate and the stock power for processing to Greater Gallatin United Way 945 Technology Blvd, Ste. 101F
  Bozeman, MT 59718.
• We recommend the stock certificate and the stock power be sent separately by certified or registered mail for your protection.
• We will sell the stock and give you credit for the average of the high and low stock price on the day you mailed or delivered the stock certificate.
• After the stock is received, Greater Galltin United Way will send you a confirmation letter which you can use for tax purposes.

• In order to avoid the capital gains tax, donors must give the stock directly to Greater Gallatin United Way. Greater Gallatin United Way uses Schwab as a brokerage, which charges a minimal fee of $5 for each stock trade. Greater Gallatin United Way’s policy is to sell stock immediately upon receipt.
• In order to avoid capital gains taxes, the stock must be received in Greater Gallatin United Way’s Schwab account and then sold.
• Stock must be transferred and received in the Greater Gallatin United Way Schwab stock account no later than end of market day on December 29 to be credited for the current tax year.
• Please note that timing of a stock transfer has many variables and can take more than one week from when stock is transferred to when proceeds are delivered to Greater Gallatin United Way’s account. Please work with your Donor Relations Manager to ensure a timely transaction.

When Greater Gallatin United Way receives a gift of securities and matches that gift to the donor, a “letter of confirmation” gift receipt will be sent. The value of your gift for tax purposes is determined by averaging the high and low price on the date of transfer (date received in Greater Gallatin United Way’s account) multiplied by the number of shares donated.

If you wish to make a gift of mutual funds, please contact our team by email at admin@gguw.org.