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Make a Gift of Stock or Options

Thank you for your interest and support of United Way of Santa Barbara County. If you would like to use your securities in a tax advantaged, planned way, you can contact Shanna Wasson Taylor, Gift Planning Services Officer, at (805) 965-8591 or staylor@unitedwaysb.org.

Electronic delivery of stock shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings. You may also transfer certificates directly. Please see the following instructions below:

Notification of Donor Intent

Regardless of the method chosen to deliver a gift of stock, the donor or transferring broker must provide the following information, for audit and acknowledgment purposes.

  • Donor’s Name and Complete Address
  • Name and number of securities transferred
  • Program to which gift should be directed, if any

You may provide a letter or send an email to communicate this information to:

United Way of Santa Barbara County
Attn: Nicole Blair
Phone: 805-965-8591
Fax: 805-962-3461

Securities Delivered Electronically

The following information will help your broker to facilitate an electronic transfer of stock:

Brokerage: Fidelity
DTC Number: 0226
Account Name: United Way of Santa Barbara County
Account Number:Z73-17338O
Account Contact at Fidelity: Darnel Bentz (310) 284-5545
United Way of Santa Barbara County Tax ID 95-1641968

Securities Delivered by Mail

Mail your unendorsed certificate(s) and stock power in separate envelopes by registered mail to:

United Way of Santa Barbara County
Finance Dept. Attn: Nicole Blair
320 E. Gutierrez Street
Santa Barbara, CA 93101

Learn how you can benefit from using your stocks and other appreciated assets to fund a charitable gift that provides income to you and/or someone you love.