Donating appreciated securities—such as stocks or bonds—is a simple, tax-effective way to support United Way of Pierce County and make a lasting impact in our community.
Electronic Transfer (Broker to Broker)
If your securities are held in “street name” (you do not have physical possession of the stock certificate), please ask your broker to initiate a broker-to-broker transfer using the information below:
RBC Wealth Management
DTC #: 0235
Account #: 31630395 (United Way of Pierce County)
Federal Tax ID: 91-0650669
Broker Contact:
Doug Andrews
📞 253-274-4365
✉️ Douglas.andrews@rbc.com
Certified Mail (Certificate Form)
If you hold physical stock certificates, please mail two separate envelopes:
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Envelope One:
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The unsigned stock certificate(s)
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Envelope Two:
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A signed stock power for each certificate (available from your broker or bank)
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Please send both envelopes via certified mail.
Our Broker Contact Information
Doug Andrews
RBC Wealth Management
1201 Pacific Ave, Suite 1500
Tacoma, WA 98402
📞 253-274-4365
✉️ Douglas.andrews@rbc.com
Important Tax Information
To maximize your tax benefits, securities should be transferred to United Way of Pierce County before they are sold. This may help you avoid capital gains tax.
The value of your charitable gift is determined as follows:
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Stocks: The average (mean) of the high and low trading prices on the date of the gift
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Mutual Funds: The closing price on the date of the gift
Questions?
We’re here to help. If you have any questions about making a gift of stocks and bonds, please contact us: