STOCKS

If your securities are held at a brokerage firm:

Contact your broker in writing and request a transfer of securities to the United Way account. United Way has an account at JamesonMoneyFarmer (JMF). Contact your broker in writing and request a transfer of securities to the United Way account. 

United Way of West Alabama broker:
JMF Capstone Wealth Management, we use JMF Capstone Wealth Management for stock donations. If you have any questions, contact us at 205.345.6640

Notify United Way accounts receivable department:

Call 205.345.6640 and notify Matt Watkins or Nick Baldelli-Boggs of the transfer. Also, notify your company’s campaign coordinator so your gift can be included in your company’s campaign results.

If you hold the securities:

Assign your stock certificate to United Way of West Alabama and be sure your signature is guaranteed. Stock certificate should be hand-delivered or sent by certified mail to our main business address. Also include a letter stating that this is a gift to United Way separate from the certificate.

DONOR ADVISED FUNDS

Simplify your giving through a dedicated charitable fund and join a community of philanthropists maximizing their charitable impact and meeting our region’s most pressing needs. Charitable Foundations offers a range of giving options and tailored strategies to simplify and maximize your giving. When you contribute to a donor advised fund during your lifetime, you are eligible for an immediate income tax deduction.

Notify United Way’s Accounts Receivable department:

Call 205.345.6640 and notify Matt Watkins or Nick Baldelli-Boggs of payment through a donor advised fund. Also, if you are employed, notify your company’s campaign coordinator so your gift can be included in your company’s campaign results.