Giving long-term (owned more than a year), appreciated securities may provide greater benefits to you and United Way!
Making a contribution of securities to the United Way of Collier and the Keys is a simple, two-step process.
Step 1) Please advise your broker to direct the securities to our account at Northern Trust Bank.
Northern Trust: (239) 213-6275
Contact Person: Kathryn Jones
Below is all of the information you need to provide to your broker. Please tell them not to indicate “Northern Trust.” If that is done, the donation will not be credited to our account. Here is what they need to know:
Clearing Service: National Financial Services, LLC
Account Name: United Way of Collier County
DTC Number: 0226
F/B/O: “NFS A/C #NT2012190”
The United Way of Collier and the Keys’ Federal Identification Number is: 59-1026096
Step 2) We appreciate your generosity very much and want to provide you with appropriate recognition. Unfortunately, since stock transactions take place between financial institutions, we very rarely receive donor-identifying information when gifts of stock are made. Therefore, please let us know when your contribution is being made by calling our office at (239) 261-7112 or writing to us at:
United Way of Collier and the Keys
9015 Strada Stell Court, Suite 204
Naples, FL 34109-4373
Thank you again for your support!