Thank you for considering a gift of stock to
Trident United Way 1. If shares are held at your Brokerage House, Trust Department, or Financial Institution: A. Call Kenton Barham; Vice-President, Major Gifts & Planned, Trident United Way, at (843) 740-9000 Ext. 240 and inform her of the gift. B. Notify your financial advisor of the name and quantity to transfer to Trident United Way. C.
Ask your advisor to transfer the share to DTC Clearing #0955 (Bank of America)
for credit to A/C# 07-16-002-1584747 in the account name of IM Trident U Way Sec
Gift Fund. D. Your advisor sells the shares within the institution’s Trident United Way Account. If your institution does not have a Trident United Way account, we will be happy to establish one. E. Please ask your broker to notify Trident United Way that the gift is coming and the type of stock being transferred.
2. If shares are held by you: A. Call Trident United Way at 740-9000 Ext. 240 and ask for Kenton Barham. B. If within the Lowcountry, Trident United Way will arrange to pick up the certificates. We will need: The stock certificate(s)
A signed stock power form (provided by Trident United Way).
A signed security release form (provided by Trident United Way).
Gift of Real Estate. If you are thinking about donating real estate, please contact Chris Kerrigan, President, Trident United Way, at 740-9000 x 223 or email him at ckerrigan@tuw.org to discuss your giving options. | 
