United Way of Boyertown Area

Stocks and IRA Donations

Donations of stock directly to United Way Boyertown Area eliminates the need for tax payers to pay tax on any of this stock’s capital gains and can be claimed as a deduction on itemized returns.

Please contact your broker and direct your stock donation to “United Way Boyertown Area” Account # 13808397 at Vanguard Brokerage Services, 888-888-7064.

 

Donations directly from an IRA, called Qualified Charitable Distributions (QCD) or Charitable IRA Rollovers can have special tax advantages. If you are 70 ½ or 72 for some taxpayers, consider a QCD to fulfill any distribution requirements, reduce your taxable income and support our United Way Boyertown Area, a registered 501©3.

 

Ask your IRA custodian to distribute a check payable to “United Way Boyertown Area” and mail to PO Box 213, Boyertown, PA 19512. Thereafter, please contact Ken Hunt at kenhuwba@dejazzd.com or call 610-367-8716 so he can be on the lookout for your donation.

 

Thanks.