Stocks and Securities

Volunteer

United Way of Chester County is proud to have served our residents for over 75 years. You can help ensure that we will continue to do this for many years to come through a variety of ways such as gifts of stock, IRA Rollovers, Donor Advised Fund distributions, and Planned Gifts.

Gifts of this type may yield significant tax benefits.  Please consult with your tax advisor.

Planned Gifts

Any planned gift made through a donors estate will help to ensure that the work of United Way in Chester County continues into the future, and may also provide significant tax advantages to the donor.  A planned gift can be made in a variety of ways – bequests, life insurance, trusts, and many other vehicles can researched.

If you would like to talk about how you can support UWCC in your estate, please reach out to Scott Fremont, Vice President of Resource Development, at 610-429-9400 or sfremont@uwchestercounty.org

Gifts of Stock

United Way of Chester County is eligible to receive donations of stock.  To ensure proper identification and stewardship of your gift, UWCC asks for name, address, and name of stock as well as approximate date of transfer.  To transfer stock directly to UWCC, please reach out to Amy Davis, Finance Director, at 610-429-9400 or adavis@uwchestercounty.org

Charitable IRA Rollover

If you are 70 ½ or older, United Way of Chester County is eligible to receive gifts directly from your IRA distribution with significant tax savings for you as a donor.  You can give up to $100,000 from your IRA directly to a qualified charity such as ours without having to pay income taxes on the money.

For more information please reach out to Scott Fremont, Vice President of Resource Development, at 610-429-9400 or sfremont@uwchestercounty.org

Donor Adviser Funds

United Way Chester County is eligible to receive gifts via Donor Advised Fund (DAF) distributions. When you are ready to recommend or direct a gift, simply complete the necessary paperwork with the manager of your Donor Advised Fund, and send us the information.