Make a Bigger Impact with a Gift of Stock
Donating appreciated securities—such as stocks, bonds, or mutual funds—is a smart way to support United Way of Forsyth County while maximizing your tax benefits. By giving stock directly, you can avoid capital gains taxes, potentially receive an immediate charitable deduction, and make a powerful investment in the future of Forsyth and Dawson Counties.
Your gift of stock will be converted into resources that strengthen programs focused on Youth Opportunity, Healthy Community, Financial Security, and Community Resiliency—creating lasting change right here at home.
👉 Contact us for simple transfer instructions and start turning your investments into community impact today.
💡 Tip: Donating appreciated securities you’ve held for more than one year can help you avoid capital gains taxes while providing a charitable deduction for the full fair market value of the stock.
1. Contact United Way of Forsyth County
Let us know about your gift so we can provide you with our brokerage information and ensure your donation is properly credited and acknowledged.
2. Instruct Your Broker
Ask your broker or financial advisor to transfer the shares directly to United Way’s account. Direct transfers allow you to maximize the tax benefits of your gift.
3. Receive Your Tax Receipt
Once the transfer is complete, we’ll send you an acknowledgment letter confirming the details of your gift for your tax records.
Maximize Your Tax Benefits
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Avoid capital gains taxes on appreciated securities you’ve held for more than a year.
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Receive a charitable income tax deduction for the full fair market value of the stock at the time of the gift.
Make a Bigger Impact
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Stretch your giving power—more of your gift goes directly to supporting programs in Forsyth and Dawson Counties.
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Provide steady, reliable funding for critical needs like Youth Opportunity, Healthy Community, Financial Security, and Community Resiliency.
Give with Ease
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Simple transfer process from your brokerage account.
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No out-of-pocket cash needed—donate assets you already own.