Gifts of Securities: Stock & Mutual Funds
Stock that has increased in value is one of the most popular assets used for charitable giving. Donating securities can offer even more tax benefits than writing a check. With careful planning, you can reduce or possibly eliminate federal capital gains tax while supporting our work. this applies to stock you have owned for more than one year.
Securities held by your broker
Inform your broker that you wish to donate securities to "Archdiocese of Milwaukee for the sole and exclusive benefit of UW-Whitewater Campus Ministry" and ask them to electronically transfer your intended shares using the information below. Please notify us about your stock gift to ensure receipt and acknowledgement.
Brokerage Firm: Robert W. Baird & Co
DTC Number: 0547
Broker Contact: Carol Slater
Contact Number: (414) 765-3609
Account Name: Archdiocese of Milwaukee
Archdiocese of Milwaukee Account Number: 1179-9500
Certificates you hold
If you hold the actual stock certificates, you must sign a stock power form for each certificate you wish to transfer to charity. You may obtain a stock power from your broker or financial institution. When you sign the stock power, be sure to sign your name precisely as it appears on the certificate. For example, if you are listed as John A. Johnson on the certificate, sign it John A. Johnson. You should never put stock certificates in the mail. Rather, personally deliver the stock certificate and the stock power forms to:
Warhawk Catholic/UW-Whitewater Campus Ministry
336 N Prairie St
Whitewater, WI 53190
Mutual fund transfers usually require a longer time to transfer as each mutual fund company has its own requirements for making charitable contributions. Please call us at (262) 473-5555 so we can work with you to determine the best method of transfer and to discuss your intent. We may need to create an account with your mutual fund company before the transfer can occur, so allow at least one month for the transfer.
The planned giving materials on our website are not presented as legal or tax advice. Warhawk Catholic provides support for a full range of charitable gift planning options and services. Warhawk Catholic, its employees or representatives, do not offer legal or financial advice. We strongly urge prospective donors to consult with their estate planning attorney, financial advisor, accountant or other appropriate professional before making any material decisions based on information we provide through this Web site, printed materials, or other sources. The purpose of this website is to provide general gift, estate, and financial planning information. Watch for tax law revisions. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these types of gifts.