affinity and giving groups

Domestic Transfers (within the U.S.)

Step 1: Please provide the following information to your financial institution who will initiate the wire transfer/EFT. By completing the form on step 2, the below information will be emailed to you.

Financial Institution Information
JPMorgan Chase
712 Main, 9th Floor North
Houston, TX 77002

Account Type: Checking
Bank Routing # for EFT/ACH: 111000614
Bank Routing # for Wire: 021000021
Account Number: 101838168
Swift Code: CHASUS33

Organization Information
United Way of Greater Houston
P.O. Box 3247, Houston, TX 77253-3247
50 Waugh Drive, Houston, TX 77007

Taxpayer ID Number: 74-1167964
DUNS: 041122474

Step 2: Please complete the Wire Transfer Form below. Upon completion, this form will automatically be transferred to our donation processing team to facilitate accurate processing when your wire transfer arrives.

Any questions please email: pledgePmts@unitedwayhouston.org

Please mail your check to:

United Way of Greater Houston
Attention: Reseian Gaither
Finance Department
P.O. Box 3247
Houston, TX 77253-3247

For Securities held by a bank or broker:

Step 1: Complete your pledge form

Step 2: Authorize your broker or financial institution to transfer the stock as a contribution to United Way. Be sure to include the following information:

Stock name or symbol
Number of shares you wish to donate
Expected date of transfer
Your account #
Name of your employer
Your work and home telephone numbers
Your home address

For acknowledgment purposes, United Way must receive the above information.

Brokerage Account
Wells Fargo Broker
Acct: 6242-5584
DTC No.: 0141
Broker Contact:
Philip Gundy (346) 308-6059 UW Tax ID#: 74-116-7964
825 Town and Country Lane, Suite 300, 3rd Floor
Houston, TX 77024

Step 3: It is important that you specifically authorize your broker to disclose to United Way your name and details pertaining to the stock transfer. This step is particularly critical since privacy laws prohibit brokers from disclosing the names of clients making wire transfers unless authorized.

United Way of Greater Houston
50 Waugh Drive
Houston, Texas 77007-5813
Attention: Reseian Gaither
Finance Department

Please allow at least 30 days for receipt of your IRS letter.

For more information, please contact Reseian Gaither at rgaither@unitedwayhouston.org or 713-685-2877.

IRA Charitable Rollovers allow donors who are age 70½ and older may make a direct transfer from their IRA to United Way of Greater Houston.

To utilize this method of giving:

1. Contact your IRA plan administrator to request the appropriate paperwork to make a qualified charitable distribution.
2. Ask your administrator to make a direct transfer from your IRA account to United Way of Greater Houston.

Organization Information
United Way of Greater Houston
Attention: Reseian Gaither
Finance Department
P.O. Box 3247
Houston, TX 77253-3247

With the help of an advisor, donors can include language in a will or trust specifying a gift be made to United Way of Greater Houston as part of their estate plan.

If you would like to discuss a planned gift to United Way of Greater Houston or notify us of your intent, please contact Barbara Walker, Principal Gifts Officer, at bwalker@unitedwayhouston.org or 713-685-2313.

Are you interested in making a donation using cryptocurrency? Please contact Angel Harris, Chief Advancement Officer at angelharris@unitedwayhouston.org.