Donate Securities Confirmation

Thank you for submitting your gift of securities details. This completed form has been sent to Barbara Alexander at United Way. You form details are also listed below for your reference.

There are further steps you need to take to make the actual transfer of securities, as outlined below.

  1. Contact your broker, via e-mail, phone or fax, with instructions to transfer the securities donation you have selected (included below for your convenience, and also available via the email you provided). Please ask your broker to keep your name attached to the securities transfer so we will be able to identify it when the proceeds are received.
  2. Transfer the securities donation to our account (JZJ210743) for UNITED WAY OF MASSACHUSETTS BAY, INC. at:

Canaccord/Genuity
Attn: Martin Fennelly
99 High Street, 12th Floor
Boston, MA. 02110

You will also need to include their DTC# 0443.

The contact person there is Martin Fennelly
Direct dial number is 617-371-3731
FAX number is 617-371-3796

Our Tax ID number is: 04-2382233.

You will be notified as soon as the securities donation has been processed and credited to your account. It normally takes 7 to 10 business days from the time the broker receives the request, to the time we receive the check for the sale of the securities.

Should you have any questions please contact:

Barbara Alexander
Accounts Receivable Coordinator
United Way of Massachusetts Bay, Inc.
P.O. Box 412866
Boston, MA. 02241-2866
Direct dial: 617.624.8225
Fax:617.624.9114
e-mail: balexander@supportunitedway.org

For Millennium Fund you will need to contact Hope Groves at The Boston Foundation. Her direct dial number is 617-338-2661 and her email is hcg@tbf.com.

Thank you for supporting United Way of Massachusetts Bay and Merrimack Valley