A beneficiary designation gift is a simple and affordable way to make a gift to support our cause. You can designate our organization as a beneficiary of a retirement, investment or bank account or your life insurance policy.
Donate Appreciated Stocks
Donating appreciated stock can be more beneficial than giving cash by avoiding capital gains taxes and possibly receiving a federal tax deduction.
If you're interested in making a gift to United Way via stock transfer, please use the information below.
Broker Institution: Raymond James
Broker Institution Address: 125 Third Street Columbus, IN 47201
Account Name: United Way of Bartholomew Co.
Account Number: 22781660
DTC: 0725
Tax ID: 35-1132860
Have additional questions?
You can email Joy Basa-King, Director of Engagement at United Way of Bartholomew County. Or you can reach out by phone to 812-314-2344.