Stock Donations

Thank you for your interest in supporting United Way of the Yampa Valley through donation of stock. Please contact us for wire instructions, contact information and account number. United Way of the Yampa Valley tax ID number is 84-0920741.

It is important that we receive notice from you that a donation of stock has been made. Otherwise, your stock will arrive in our account with only a transfer date, number of shares and name and/or stock symbol. This allows us to quickly verify that the transaction was processed correctly, and ensures each donor is receiving acknowledgement for the correct gift. Please send a notification to director@unitedwayyv.org, or contact us.

• The value of stocks and bonds is the fair market value (FMV) of a share or bond on the valuation date.
• Ordinarily, the valuation date (date of contribution) is the date that the transfer of the property takes place.
• If there is an active market for the contributed stocks or bonds on a stock exchange, in an over-the –counter market, or elsewhere, the FMV of each share or bond is the average price between the highest and lowest quoted selling prices on the valuation date.
• If a donor delivers, without any conditions, a properly endorsed stock certificate to a qualified organization or to an agent of the organization, the date of the contribution is the date of delivery. If the certificate is mailed and received through regular mail, it is the date of mailing. If a donor delivers the certificate to a bank or broker acting as your agent or to the issuing corporation or its agent, for transfer into the name of the organization, the date of the contribution is the date the stock is transferred on the books of the corporation.

This may differ from the amount you calculate depending on when the transfer takes place. The amount we receive from the sale of the stock
does not affect your pledge amount.