A Tax-Savvy Way to Benefit from Growing Assets
Securities and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to United Way of Berks County. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself.
When you donate securities to UWBC, you receive the same income tax savings that you would if you wrote a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20%.
Stock donations may also enable you to increase your gift while realizing additional tax benefits. Check with your broker or tax advisor to determine if a stock donation makes sense for you.
For more information, contact Leslie Davidson, Relationship Manager, at 610-685-4560 or leslied@uwberks.org.
To receive stock transfer instructions, please provide your information below:
Leslie Davidson
Relationship Manager, Leadership and Individual Engagement
Your Information:
*Required