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) 377-5832
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