Gifts of Stock, Bonds and Other Assets
Gifts of appreciated stocks, mutual fund shares and similar assets can have a big impact on the YWCA Southeast Wisconsin’s mission and potentially provide significant tax benefits to the donor. To assure a smooth transfer, timely acknowledgment and tax-deduction documentation, before making such a gift, please seek the input of your tax advisor and consult these instructions below or contact Ginny Finn, President & CEO at firstname.lastname@example.org.
Instructions to gift appreciated stock, or mutual funds or other similar assets
- Consult with your tax or financial advisor to confirm you have held your asset at least one-year and a day as a first step
- Confirm your fiduciary will notify us that YOU are making the gift – often this is not the case
- Provide time for year-end transfers – to assure your gift is received in the tax year you intend, it is best to initiate December transfers prior to December 25th.