Stock Donations

Transfer Stock as a Contribution

Step 1

Send a letter to your broker or financial consultant to authorize the transfer of stock as a contribution to United Way of the Southern Tier. Please include the following details in your letter:

  • Name of the stock
  • Number of shares
  • Expected date of transfer
  • Your mailing address
  • Your work and home phone number

Transfer Information

  • Broker: Wells Fargo Advisors
  • Account: United Way of Southern Tier Inc.
  • Account Number: 8350-3168
  • DTC #0141

For more information please contact:

Lisa Gill, Director of Finance and Administration
Phone Number: (607) 936–3753 ext. 204

OR

Danielle Carro, Annual Giving Manager
Phone Number: (607) 936–3753 ext. 207

Step 2

For acknowledgement and tax purposes, United Way of Southern Tier must receive a copy of your letter. Please e-mail a copy of your letter to lgill@uwst.org or fax it to (607) 936-4376.

Or, you can mail the copy to:

Lisa Gill, Director of Finance and Administration
United Way of the Southern Tier
300 Nasser Civic Center Plaza, Suite 220
Corning, NY 14830