Stock Gifts

Stock Gifts

Assign or transfer your stock securities to United Way of Johnson & Washington Counties.

Step 1:

Access our Stock Broker information here:

• United Way Stock Donation Form 
• United Way Stock Transfer Instructions  

Step 2:

Please send a copy of your letter to United Way of Johnson & Washington Counties at info@unitedwayjwc.org or call us at 319-338-7823 to ensure your gift is properly acknowledged. For further questions, please contact Emma Barnum at Emma.Barnum@unitedwayjwc.org.

Step 3:

Once the stock is received, United Way of Johnson & Washington Counties will send you a confirmation letter that may be used for tax purposes.

Thank you for your support in creating a strong community for all.

Next Steps

1. Contact Emma Barnum at 319-338-7823 or emma.barnum@unitedwayjwc.org to discuss supporting United Way through a charitable remainder trust.
2. Consult your financial or legal advisor for professional guidance.
3. If you include United Way in your plans, please use our legal name and federal tax ID for your records.
   Legal name: United Way of Johnson & Washington Counties
   Address: 1150 5th Street, Suite 290 | Coralville, Iowa
   Federal tax ID number: 42-6062055