If you're interested in making a gift to United Way via stock transfer, please use the information below.
Broker Institution:
Raymond James
Broker Institution Address:
125 Third Street Columbus, IN 47201
Account Name: United Way of Bartholomew Co.
Account Number: 22781660
DTC: 0725
Tax ID: 35-1132860
Appreciated Securities – One of the most tax-smart ways to give is by donating long-term appreciated stocks, bonds, or mutual funds. Instead of paying capital gains tax, you can give the full value to United Way and also receive a charitable deduction. It’s a way to make a bigger impact at no extra cost to you.
