Stock Gifts & Donor Advised Fund Distributions

When you invest in United Way of Greater Philadelphia and Southern New Jersey, you are helping to break the cycle of poverty in your community. When you give, you are partnering with us to drive real, measurable change across this region.

IRA Rollover Distributions

If you are 70½ years old or older, you can take advantage of a simple way to benefit United Way of Greater Philadelphia and Southern New Jersey and receive tax benefits in return. You can give up to $100,000 from your IRA directly to a qualified charity such as ours without having to pay income taxes on the money.

Why Consider This Gift Option?

Gift of Securities

Thank you for considering a gift of securities in support of United Way. To ensure proper identification and stewardship of your gift, United Way needs to know your name, address and the stock you intend to contribute before you transfer securities to us.

Gifts of appreciated securities may yield significant tax benefits.  Please consult your tax advisor.

For transfer instructions and information:

Gifts via Donor Advised Fund Distribution

United Way welcomes gifts via Donor Advised Fund (DAF) distributions and thanks you for your generosity.

Our pledge forms, both the electronic and paper versions, are not legally binding commitments so you can submit your intent to give using the “bill me” option on our forms. Upon receipt, we will acknowledge your intent to support us through a DAF distribution.

When you are ready to recommend or direct a gift, simply complete the necessary paperwork with the manager of your Donor Advised Fund, and send us the information.

Send us your request:

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