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STOCK DONATIONS

We at United Way of Lake County thank you for supporting us and your community by donating stock!

If the stock you wish to donate is held in your account at your brokerage firm, the broker can be instructed to electronically transfer the securities to United Way of Lake County. United Way of Lake County maintains a brokerage account at:

  • Wells Fargo Advisors: 500 Lake Cook Rd, Ste. 300, Deerfield, IL 60015
    • Account number: 8998-1280
    • Phone:847-572-4349
    • Fax:847-405-7390

When transferring shares electronically, please use DTC Number 0141 (First Clearing Corp). United Way of Lake County's Federal Identification Number is 36-2167949

Note: You should request that your broker call Wells Fargo to advise them of the transfer prior to the actual transfer. It is also important that United Way of Lake County be advised of your name so the gift can be properly recorded and your generous donation acknowledged. Please call the Finance Department at 847-775-1000. For tax purposes, the gift is complete on the date of transfer to United Way of Lake County's account.

If the stock certificates you wish to donate are in your possession, you can accomplish the transfer in one of the following ways:

  • Send the shares to the transfer agent of the company in which you hold shares and request that they transfer the stock into the name of United Way of Lake County. The shares, once transferred, can then be forwarded to United Way of Lake County. In most cases, the transfer agent will forward the shares on your behalf. Again, it is important that United Way of Lake County's Finance staff at 847-775-1000 be advised of your name so the gift can be properly recorded and your generous donation acknowledged. For tax purposes, the gift is complete on the day the transfer takes place.

United Way of Lake County is excited to help you donate your stock to support your community! Please reach out to Elaine Rezotko at Elaine.Rezotko@uwlakeco.org with any additional questions.

Additional Info

For additional information, contact Elaine Rezotko at Elaine.Rezotko@uwlakeco.org.

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