How to Transfer Stock
Thank you for your interest in making a charitable gift to United Way of Martin County in the form of transfer stock.
Please initiate a "broker to broker" transfer using the following information:
- If your stock is held at a brokerage firm, direct your broker to wire transfer the shares to the United Way of Martin County, Inc.:
Wire # MS DTC 0015
FBO United Way of Martin County Account # 517-107147-224
If you have possession of the stock certificate, in any denomination, take it UNSIGNED, to a bank Cashier. The cashier will arrange the transfer of the shares you are gifting and, if necessary, arrange for a smaller certificate for you. You will get a receipt.
- The amount of your charitable contribution is the mean price between the high and the low price of your stock on the day you made the gift.
- Please notify us of your intent to gift on the webform, as it may take several days for the transfers to be executed.
If you have further questions, please contact Trey Fritz, Director of Development, at 772-283-4800, ext. 2212 or tfritz@unitedwaymartin.org.
United Way of Martin County, Inc. is not engaged in rendering tax advisory services. For advice on specific cases, the services of a tax advisor should be obtained.