Gifts of Stock or Appreciated Securities
Take advantage of appreciated securities while avoiding capital gains tax by making a donation of your assets. To make your stock gift today, click here.
How It Works
- You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to United Way of the Greater Lehigh Valley.
- United Way of the Greater Lehigh Valley sells your securities and uses the proceeds for our programs.
- Use our Stock Transfer Form to facilitate the gift.
Benefits
- You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
- You pay no capital gains tax on the transfer when the stock is sold.
- Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.
Next
- More detail on gifts of stock and appreciated assets.
- You can use our Stock Transfer Instructions.
- Frequently asked questions on gifts of stock.
- Contact us so we can assist you through every step.
“Giving through United Way provides us with a simpler and more structured way to support the charities and organizations we believe in.”
Paul and Rebecca Francis
Tocqueville Society Members
Leadership Circle spotlights
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Nearly 1,500 Volunteers UNITE to Transform the Valley in a Single Day of Service at United Way’s 32nd Day of Caring, Presented by Crayola
Volunteers from 60 companies and organizations kick off the 2025 United Way campaign during Lehigh Valley’s largest, single-day volunteer effort.
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15 Years of Impact: Why the Pessinas Choose to Give Back
Member spotlight: Michael and Michele Pessina have supported United Way for over 15 years, driven by a shared belief in giving locally. Their passion for education, children and lasting impact continues to shape a stronger Lehigh Valley community.
