United Way | Stock Gifts
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Stock Gifts

Making stock gifts can be a tax-advantaged way to support the lives of individuals served by Bergen County’s United Way!

Step 1

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:

Erica West
Director of Development
201-291-0368
ewest@bergenunitedway.org

 

Please share with us the donor name, address, phone number, email address, and details of the contribution so we can acknowledge the gift.

Step 2

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)
fpetrocelli@fortislux.com

Account Information:
Credit: National Financial Services (NFS)
DTC #0226
Further Credit to: United Way of Bergen County
Acct# R72033051

With your gifts, we do extraordinary things to put lives back together.