United Way President & CEO, Mike Kallhoff with 2013 United Way
of the Wine Country Philanthropists of the Year, Suzy & Mike Marzalek.

Support United Way of the Wine Country in our efforts to improve lives locally.  At United Way, we are focusing on community programs and services which alleviate issues related to education, financial stability, and health – the three key building blocks of a good life.  A tax deductible investment in United Way of the Wine Country stays right here in our community where it does the most good for all of us. We ask you to consider investing now and invite you to learn more about ways to get involved with United Way to help improve conditions for us all.


Mail your investment in United Way of the Wine Country to:

United Way of the Wine Country
975 Corporate Center Parkway, Suite 160
Santa Rosa, CA  95407

For more information on individual investments or workplace campaigns, please contact Rusty Smith at 707-528-4485 xt. 112 or by email.

Gifts of Stock/Securities
If you would like to make a gift of stock to United Way, we have provided stock transfer instructions below.  It is a simple, straightforward process.  You can call or write to your broker, and ask your broker to initiate a “broker to broker” transfer.   You would instruct your broker to donate the stock directly to United Way.  Your broker can then transfer the securities directly to United Way’s account.  It is important the securities be transferred to United Way’s account prior to being sold in order to avoid capital gains taxation.

United Way of the Wine Country’s account information –
Morgan Stanley Smith Barney, Inc.
3562 Round Barn Circle, 1st Floor
Santa Rosa, CA 95403
Phone: (707) 524-1000
Fax: (707) 524-1099

Please include the following identifying information:
DTC # 0015
Account Number: 122-046563
Account Name: United Way of the Wine Country

Our representative at Morgan Stanley Smith Barney is:
Douglas C. Brinker
Email: [email protected]
Phone: (707) 571-5781
United Way of the Wine Country Tax ID: 94-1669646

If you are mailing stock certificates, please mail to:
United Way of the Wine Country
Attn: Marcus Meggett, V.P. of Finance
975 Corporate Center Parkway, Ste 160
Santa Rosa, CA 95407

Please notify Marcus Meggett of any stock transfers to our account by calling (707) 528-4485 ext. 105 or email at [email protected].

United Way of the Wine Country Leadership Investment
United Way of the Wine Country appreciates any investment you choose to make in your community through us, and we have a segment of supporters who make an extraordinary commitment each year to invest $1,000 and above.  These investors comprise the United Way of the Wine Country Leadership Society.  In addition to making a significant impact financially, many of these leaders help United Way of the Wine Country further its mission by advocating and volunteering.  We offer several Leadership Society opportunities to get engaged with us and our work as well as fellow investors.

The United Way Women United (WU) has a simple mission: “Mobilize the caring power of women to advance the common good in our communities.”  The objective is to build and foster a powerful, passionate network of women who create impactful change in our community through focused investment of time, talent and resources.  WU investments begin at $1,000 annually, and you can learn more about WU here.

For more information on the United Way of the Wine Country Leadership Society, Women United, or Tocqueville Society, please contact Rusty Smith at 707-528-4485 xt. 112 or at [email protected].


Support United Way of the Wine Country when you shop. It’s free and easy! Simply sign up for eScrip, choose United Way of the Wine Country as your nonprofit of choice, and register your store cards. Then each time you shop you automatically raise money for United Way. View eScrip online merchants and a list of grocers near you.

If you shop at Oliver’s Market: simply stop by any Oliver’s and ask for a community card, fill out the in store form and select United Way of the Wine Country, and show your card each time you check out.