Give stock via a trust account
- Notify trustee.
- Advise trustee of United Way of Treasure Valley broker and contact name and address.
- Trustee can have stock registered in United Way of Treasure Valley’s name and mail certificate or have stock transferred to United Way of Treasure Valley broker account number (account number at brokerage firm). DTC transfer information: DTC Participant (DTC number of brokerage firm).
- If stock is in United Way of Treasure Valley’s name, Audit Services Dept. will transfer to United Way's broker for sale.
- Submit in writing to trustee/broker/United Way of Treasure Valley the specifics of the transaction; provide United Way of Treasure Valley with name, firm (if part of an employee gift), stock name, number of shares, and any specific designations for proper accounting treatment.