Thank you for making a gift of stock to United Way of Metro Chicago—we are happy to process stock gifts for all US employees of BMO. Please complete the below form designed specifically for BMO employees to notify United Way upon initiating the transfer of shares to ensure we credit the gift to you and issue a tax receipt for your donation. If you are not a BMO employee and you are making a gift of stock to United Way, please complete the general stock notification form.
Contact Mary Pat Rooney at marypat.rooney@LIVEUNITEDchicago.org or 312.906.2238 with questions about stock certificates, powers and additional paperwork, as well as notification of incoming stock transfers.