Gifts of Stocks & Securities

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. If you are a taxpayer over the age of 701/2 then you may find this information helpful.

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 Luke Kloberdanz, Director of Philanthropy, at [email protected] or 800-227-0046.