The process is simple.
Before making your donation please be aware that, due to the administrative costs associated with
processing this type of donation, United Way only accepts gifts of securities with a value of $1,000 or more.
When you are ready to donate the process involves three easy steps:
1. Download, complete and send the Securities Transfer Form to United Way and contact us to let us know to expect your donation. Please note that this form is for United Way’s records only and does not initiate transfer of securities.
2. Instruct your broker to transfer your securities to United Way’s brokerage account.
3. Once transfer is complete, we will contact you with the receipt value of your gift.
If you have any questions, please don’t hesitate to call us at (780) 990-1000 or send an email to