Donate Stock & Deferred Gifts

How to Make a Gift of Stock to Unity House

To make a gift of stock, please note the below information, which you can give to your broker to facilitate electronic delivery to Unity House. Please call us at (518) 274-2607, x 4133 for Diane Cameron, or dCameron@unityhouseny.org to notify us of the transfer details so that we can properly acknowledge your gift.

Your broker/ financial advisor will ask you for the following information about Unity House, Inc.:

(The DTC and client account number is how Morgan Stanley will track the transfer of your stock gift.)

Unity House of Troy DTC #: 0015
Unity House of Troy Account #: 078-014720
Unity House of Troy Tax ID #:      23-2378930
Broker: Morgan Stanley, Advisor: David Bushman

Deferred Gifts

Do you have a small life insurance policy through your employer or faith community?

That small policy can make a big difference to the people we serve at Unity House. You can make Unity House the beneficiary –knowing that someday your kindness will be celebrated, and you will be helping people in need.

If this might be an option for you, or if you’d like information on other deferred gifts, please call Diane Cameron Pascone at Unity House at (518) 274-2633 x4133 for a confidential conversation.

On behalf of those we serve, thank you for thinking of Unity House!

 

 

EXIT PAGE