If you're interested in making a gift to United Way of Central Indiana via stock transfer OR via IRA otherwise known as a Qualified Charitable Distribution (QCD),please use the information below.
Via Stock Transfer
Brokerage Firm: Raymond James & Associates
Contact: Alex Lord
Email Address: Alex.Lord@RaymondJames.com
Phone #: (317) 573-1785
Address: 11611 N. Meridian St., Suite 600 / Carmel, IN 46032
Account #: 15304538
DTC #: 0725
Tax I.D.: 35-1007590
Via IRA (QCD)
Have your custodian initiate a distribution with check payable to United Way of Central Indiana and mail to:
2955 North Meridian Street, Suite 300, Indianapolis, IN 46208
Once a distribution has been initiated please contact Mike Caldwell, Manager of Estate Gift Planning at mike.caldwell@uwci.org or (317) 921-1315 to be on the lookout for the donation.