• Give Now
• Leadership Giving
• Gifts in Kind
• Stocks & Securities
• Planned Giving
• Donor Choice Agency Search
• Donor Bill of Rights

Giving Gifts of Stocks and Securities to United Way

There are two ways to donate securities to the United Way of Southeastern Pennsylvania (UWSEPA).

1. Gifts of securities to United Way of Southeastern Pennsylvania may be made through your broker, which is the easiest method of donation. Your broker should do the following:
   • Notify United Way of Southeastern Pennsylvania by phone, at 215-665-2488, of the gift
     of securities.
   • Initiate a DTC Transfer using the following information:
     
     Pershing LLC, a member of the BNY Securities Group and a subsidiary of The Bank of New York Company, Inc.
     Credit to Vanguard Brokerage Services
     Sub Account, United Way of Southeastern Pennsylvania
     Account # A4V431079
     DTC # 0443
     
     The donor's name must appear in the trailer information of the DTC transfer.
     
2. If you do not wish to use a broker, you can transfer the securities directly to United Way of Southeastern Pennsylvania:
   • The securities must be endorsed by the registered owner. The registered owner must consult
     his or her broker or bank to obtain a “medallion signature guarantee” for the back of the
     certificate. A notary public cannot provide a medallion signature guarantee.
   • The registered owner should insert “United Way of Southeastern Pennsylvania
     (EIN 23-1556045)” as the transferee party on the back of the certificate.
   • The registered owner should insert “Pershing, LLC, a member of the BNY Securities Group
     and a subsidiary of The Bank of New York Company, Inc.” as the attorney-in-fact on the back
     of the certificate.
   • Once the back of the certificate is completed with a medallion signature guarantee, it can be
     sent to United Way of Southeastern Pennsylvania at the address below.
   • The date of the gift is the day the securities pass to United Way of Southeastern Pennsylvania's
     control.
   • United Way of Southeastern Pennsylvania cannot accept donations of “control” or “restricted”
     securities, as these terms are defined by the Securities Act of 1933. Please consult your attorney
     if you have any questions or are interested in donating such securities.
   • For income tax purposes, the deductible value is the mean between the high and low quoted
     selling price on the date of the gift.

United Way of Southeastern Pennsylvania
7 Ben Franklin Parkway
Philadelphia, PA 19103-1294
Stock Donation Line
215-665-2488

Vanguard Brokerage Services is a division of Vanguard Marketing Corporation.

The official registration and financial information of United Way of Southeastern Pennsylvania may be obtained from the Pennsylvania Department of State by calling, toll free within Pennsylvania, 1-800-732-0999. Registration does not imply endorsements.