Take your stock to a United Way of Treasure Valley broker
- Deliver or mail your stock certificate to:
Michele Cisario, Saloman Smith Barney, 101 S. Capitol Bold. Suite 401, Boise, ID 83702
Account number #858-05636-10017, DTC #0418
- Pam Ellison, Merrill Lynch, 225 N 9th, Boise, ID 83702
Account number #413 04213, DTC #5198
- Submit in writing the United Way of Treasure Valley broker and United Way of Treasure Valley the specifics of the transaction see sample letter.
- If stock is in your name, a signature(s) as shown on certificate is required WITH the signature guaranteed by donor's banker or broker.
- United Way's broker will sell stock upon authorization by United Way of Treasure Valley and forward notification and proceeds to United Way of Treasure Valley for completion of processing.