A Personal Legacy

Please consider a bequest gift to United Way in your estate planning, or a tribute gift in honor or memory of someone else. Gifts can be made in the form of cash or securities, a will or living trust bequest, or a life insurance beneficiary designation.

The legal name to use in gift-planning transactions is United Way of Greater St. Louis, Inc. Our Federal Tax ID number is 43-0714167.

For additional information on how you can help people in our community for many years to come, please contact Orvin Kimbrough at (314) 539-4249 or e-mail orvin.kimbrough@stl.unitedway.org.

A Gift of Stock 

Donating stock can be an effective and efficient method of supporting the United Way. Stock donations may enable you to increase your gift to the United Way while realizing additional tax benefits for you. Check with your broker or tax advisor to determine if a stock donation makes sense for you.

When donating stock, most people simply transfer the stock directly to the United Way as described below rather than selling it. This allows you to claim a charitable contribution in the amount of the average of the high and low stock price on the day of the transfer to the United Way. The United Way will be responsible for any fees related to the sale of the stock.

Below is information on making a gift to the United Way using a stock transfer.

If you do not have physical possession of the stock certificate 

Send a letter to your broker to authorize the electronic transfer of stock as a contribution to the United Way of Greater St. Louis. Include the following details in your letter: name of stock, number of shares, expected date of transfer, your mailing address and your work and home phone numbers.

The United Way maintains accounts at most of the brokerages in the region for the purpose of stock transfers. If the United Way does not have an account at your broker’s firm, your broker may use one of the following investment brokers for the transfer:                                                           

For acknowledgment and tax purposes, please send a copy of your letter to the United Way of Greater St. Louis. You can e-mail a copy of your letter to wendy.lewis@stl.unitedway.org, fax it to Wendy Lewis at (314) 539-4154 or mail the copy to Wendy Lewis, United Way of Greater St. Louis, 910 North 11^th Street, St. Louis, MO 63101-1018. 

After the stock is received, United Way of Greater St. Louis will send you a confirmation letter, which may be used for tax purposes.

If you have the securities in a certificate form 

If you want to donate stock certificates that you have in your possession, please call Wendy Lewis at (314) 539-4049 or LeRoy Kloepper at (314) 539-4044 to coordinate the transfer.  

For security purposes, it is important that you do not endorse the stock certificate itself before sending it to the United Way. We will supply you with a separate stock power to process the transfer and sale of the certificate. Send the original stock certificate and the stock power for processing to Wendy Lewis at the above address.

We recommend the stock certificate and the stock power be sent separately by certified or registered mail for your protection. We will sell the stock and give you credit for the average of the high and low stock price on the day you mailed or delivered the stock certificate. After the stock is received, the United Way of Greater St. Louis will send you a confirmation letter which you can use for tax purposes.

For additional information on how you can help people in our community for many years to come, please contact Orvin Kimbrough at (314) 539-4249 or e-mail orvin.kimbrough@stl.unitedway.org.