Stock can be donated to United Way of Lake County in several different ways:
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, LLC: 1044 N. Western Avenue, Ste. A, Lake Forest, IL 60045
Account number: 8998-1280: Mr. Robert Weis CFP, Managing Director, Investments Phone: 847-482-8828, Toll-free: 800-934-9664 Fax: 847-234-9678
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: