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Legacy Circle

Stock Transfer Intention Form

It's simple to make a gift of stock to United Way of the Greater Lehigh Valley!

We will receive basic information about your intentions, so we can lend any assistance and credit your gift when it arrives.

Steps:

  1. Fill this form out and we will contact you.
  2. Make sure you contact your broker to initiate the actual transfer.

Notes:

  • Our office can help you walk through the possibilities for gift designations.
  • For security reasons, we do not ask for your account number over the Internet.

Bolded items with an asterisk (*) are required fields.

Donor Information

Broker/Stock Information

Special Instructions to Broker

Gift Designation Information

Gift designation options

 

GRAPHIC Give LeadershipCircle BLUE scaled
“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

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