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STOCK GIFT TRANSFER INSTRUCTIONS

CVC has partnered with the United Way - Thomas Jefferson Area for the transfer of Stock Donations.
100% of your stock donation will be disbursed to your designated CVC charities by the United Way - Thomas Jefferson Area.  


Click here for the 2019 Charity Directory. 

After selecting your charities, please complete a Pledge Form and submit to CVC using the Contact Us form or submit to your Agency Coordinator. The stock donation will be liquidated by the United Way upon receipt. Please use the value after liquidation on your pledge form or note which designated charity should receive any additional funds from the sale of stock. CVC will confirm your donation amount with the United Way upon receipt of your paper pledge form and will then provide the United Way with your Charity Designations. If you have indicated you would like to be acknowledged, the United Way will provide the designated charities with your name, address, and donation amount. 
 

BROKERAGE FIRM: 
Wells Fargo Advisors

Local office:

100 East South Street
Charlottesville, VA. 22902
Phone: 434-296-7185
Fax: 434-296-2575

Corporate Office

One North Jefferson
St. Louis, MO. 63103
800-533-4465

BROKER: James Neligan

Assistant: Elaine Oakey

Delivery Instructions:

DTC # 0141
Wells Fargo account # 6242-4378
FBO United Way - Thomas Jefferson Area