Making a Gift of Stock

Making a Gift of Stock to Metro United Way

Making a gift of stock to Metro United Way is simple!

  1. Determine what stocks or mutual funds you'd like to donate.
  2. Talk to your broker about your gift to Metro United Way. If we do not have an account with your brokerage firm, we will either open an account or have the stock wired to our account at Hilliard-Lyons.
  3. You or your broker should contact Metro United Way. You may speak with Tracy Waugh, 502-292-6146.

Things Metro United Way will need to know:

  • Donor name(s)
  • Stocks or mutual funds being donated
  • Number of shares being donated
  • The date the transfer will be made to Metro United Way
  • Whether the stock will be transferred to an in-house account or to Hilliard-Lyons

Things your broker will need to know:

  • Metro United Way's in-house account number at your brokerage firm OR
  • Metro United Way's Hilliard-Lyons account number, 8842-7223, and DTC # 0141.The account contact is Andrew Bronger, 502-420-1399.

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