You can provide substantial support to the Alliance through outright gifts of stock. Donating stocks, bonds, IRAs, or mutual funds also offers tax advantages – you can take advantage of a tax deduction and avoid capital gains tax.
Stock donations can be simply transferred. Begin by contacting your broker and request a transfer to Robert W. Baird & Co. of Milwaukee, Wis. Dan Gundrum (414-765-1465) and Laura Hebert (414-298-4961) are the contacts. You’ll also need the following numbers:
- DTC number: 0547
- Account number: 4464-2597
If you do make a donation of stocks, please let us know. Stocks gifts we receive often do not identify the donor, and we want to acknowledge your generous donation.
For more information on donating stock, please contact Sarah Driscoll, Institutional Giving Manager, at sarahd@iceagetrail.org or 608-798-4453 ext. 227.