Stock Gift

Donating stock is a quick and easy process that allows you to deduct the full, fair market value of the asset.

Benefits of Making a Stock Gift

Avoid long-term capital gains tax. When you donate appreciated stock that you’ve held for more than a year, you avoid paying long-term capital gains tax on the increased value of stock. Depending on your income, the capital gains tax rate can be as high as 20%. This tax savings allows your donation to go further.
Receive a tax deduction. When you donate stock directly to United Way of Greater Milwaukee & Waukesha County, you are eligible for a charitable deduction equal to the fair market value of the donated stock. This allows you to reduce your taxable income and save on taxes.
Make a bigger impact. If you decide to donate stock instead of cash, the tax savings gives your donation an extra boost that furthers the mission and programs at United Way of Greater Milwaukee & Waukesha County.

How It Works:

1. If you do not have physical possession of the stock certificate:

Direct broker or agent to transfer shares from your account into the “United Way of Greater Milwaukee & Waukesha County”
account at Robert W. Baird, account #8505-1001, DTC #0547.

Please notify our VP of Finance, Bob Malicki at 414.263.8143 or via email or Abbey Dallman at Robert W. Baird, 414.765.7316 or adallman@rwbaird.com when transfer has been completed.

Instruct your current broker to have a physical certificate issued in the name of “United Way of Greater Milwaukee & Waukesha County.” Indicate the exact number of shares you wish to contribute and send the certificate to:

Robert W. Baird
Attn: Abbey Dallman
777 E. Wisconsin Ave.
Milwaukee, WI 53202

Please notify our VP of Finance, Bob Malicki at 414.263.8143 or via email or Abbey Dallman at Robert W. Baird, 414.765.7316 or adallman@rwbaird.com when transfer has been completed.

2. If you have physical possession of the stock certificate:

Sign the back of the certificate where indicated, on the lower right side, exactly as it is registered to you.

On the line in front of the word “attorney,” write “Robert W. Baird” to render the certificate non-negotiable.

Deliver or send the stock certificate with a letter authorizing the shares to be deposited into the “United Way of Greater Milwaukee & Waukesha County” account as a charitable contribution to:

Robert W. Baird
Attn: Abbey Dallman
777 Wisconsin Ave.
Milwaukee, WI 53202

Please notify our VP of Finance, Bob Malicki at 414.263.8143 or via email or Abbey Dallman at Robert W. Baird, 414.765.7316 or adallman@rwbaird.com when transfer has been completed.

Contact Abbey Dallman with questions on stock certificates, powers, additional paperwork, and notification of stock transfers at 414.765.7316 or adallman@rwbaird.com.