Once your gift has transferred successfully, a United Way representative will contact you and issue a charitable tax receipt. As a general rule, the date of the donation shall be the later of the date the appropriate documentation is received or the date that the shares are deposited into United Way’s account. The value of the donation for tax purposes shall be the price ruling at close of business on the date of donation.
*This information is general in nature and does not constitute legal or financial advice. It is not a substitute for professional advice; United Way encourages you to seek professional legal, estate planning, and/or financial advice before deciding upon your course of action.