Contact us: 608-259-1000 or friends@1kfriends.org

Gifts of Appreciated Stock

Support 1000 Friends of Wisconsin’s work by making a gift of stock.

A gift of appreciated securities provides significant benefits, including an immediate charitable deduction for the full market value of the stock and avoidance of capital gains taxes that would normally be due upon sale.

HOW TO GIVE STOCK:

  1. Instruct your broker to transfer shares to 1000 Friends of Wisconsin.
  2. Contact us at 608-259-1000 or dnemeth@1kfriends.org to provide information about your gift.
  3. The proceeds from your gift will support 1000 Friends work.

1000 FRIENDS STOCK TRANSFER INFORMATION (PRINTABLE INSTRUCTIONS):
Broker: Wells Fargo Advisors
Account number: 5236-7927
DTC: 0141

Please note that transfers of stock can take several weeks to complete.

STOCK GIFT CONTACT:
Deb Nemeth
1000 Friends of Wisconsin
16 N. Carroll St. Suite 800
Madison, WI 53703
Phone: 608-259-1000
dnemeth@1kfriends.org

BENEFITS:

  • You receive credit and an immediate tax deduction for the fair market value of your stock gift on the date it was transferred to 1000 Friends of Wisconsin. (Consult your tax advisor regarding limitations on deductions for gifts of securities held for less than one year.)
  • You pay no capital gains tax on the donated stock.
  • If you own stock that is now worth less than when you bought it, consult your tax advisor about the possible advantages of selling the stock yourself, donating the proceeds to 1000 Friends of Wisconsin, and claiming a capital loss on your tax return.

STOCK GIFT INQUIRIES
Deb Nemeth
1000 Friends of Wisconsin
Phone: 608-259-1000
Email:dnemeth@1kfriends.org

STOCK GIFT INQUIRIES

Deb Nemeth
1000 Friends of Wisconsin
Phone: 608-259-1000
Email: dnemeth@1kfriends.org