Ways to Give

Donate with stocks and securities

If you have appreciated stocks, transferring them directly to United Way of Buffalo & Erie County is a powerful way to make a greater impact on our community. It is also a way to avoid the capital gains tax, making this a savvy giving choice. We have a free and easy-to-use tool to guide you through the process in less than 10 minutes. Get started on your savvy gift now.

To transfer stock, you can also send a letter to your broker or financial consultant to authorize the transfer of stock as a contribution to United Way of Buffalo & Erie County.

Please include the following details in your letter:
Name of the stock
Number of shares
Expected date of transfer
Your mailing address
Your work and home phone number

Transfer Information:
DTC# 0141
Firm: First Clearing
Account Title: United Way of Buffalo and Erie County
Account# 6022-1209

Please send a copy of your letter to United Way of Buffalo & Erie County to ensure your gift is properly recognized. You can mail or email Kristy Davis at Kristy.Davis [at] uwbec.org or 742 Delaware, Buffalo, NY 14209.  

Give to us through your Donor Advised Fund

United Way of Buffalo & Erie County accepts donations from Donor Advised funds through many organizations. Your financial adviser can help you distribute funds.

If you currently have a donor-advised fund through Fidelity Charitable, Schwab Charitable, or BNY Mellon Charitable your financial adviser can help you distribute funds.

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Donate easily through your IRA Charitable Rollover

Making a gift to United Way can be as simple as directing a tax-free transfer from your IRA. If you’re 70 ½ or older making a Qualified Charitable Distribution (QCD) is a great option to lower your income taxes while doing good for others right here in Buffalo & Erie County. QCD’s count toward your Required Minimum Distribution (up to $100,000), effectively lower your adjusted gross income and bring about many tax benefits.

To make your tax-free gift in just a few minutes, use our free online tool. Simply fill out the information online, print the form at the end, and follow the instructions to mail to your IRA custodian. For your peace of mind, this tool doesn’t ask for sensitive information like account numbers or social security information.

We’ve provided a sample letter to send to your plan provider for rollover.

Consider Planned Giving

Create your legacy with a planned gift to the United Way of Buffalo & Erie County.

Endowment & Planned Giving