By including Bergen County’s United Way in your estate plans, you leave a legacy of life-changing support to help individuals find housing, community, support, and hope, while also providing financial security to you and your loved ones.
You will also be entered into our legacy circle, The Cornerstone, which honors friends who provide for foundational support through planned giving.
Whether you would like to put your donation to work today or benefit us after your lifetime, we can help you start planning to make a gift that will transform lives and the future we share.
For instructions on completing an electronic stock transfer or handling gifts of physical stock certificates, take 30 seconds to fill out this Stock Acknowledgement Form or contact us directly:
Director of Development
Please share with us the donor name, address, phone number, email address, and details of the contribution so we can acknowledge the gift.
Contact your bank or broker and provide them with our investment account information as follows:
Frank J. Petrocelli, III
Financial Advisor, Investment Advisor Representative
Fortis Lux Financial (a member of the MassMutual Financial Group)
Credit: National Financial Services (NFS)
Further Credit to: United Way of Bergen County
Interested in helping Bergen County’s United Way with our mission but you just can’t write another check or give up assets right now? A simple, flexible and versatile way to ensure we can continue to Make Help Happen is through a charitable bequest, a gift in your will or living trust.