Making a gift of stock is a straightforward way to have a significant impact on the future of environmental protection in Wisconsin. It also offers you a number of financial benefits:
- The total value of the stock upon transfer is tax-deductible
- There is no obligation to pay any capital gains taxes on the appreciation
Step 1. Complete your transfer
Gifts of stock should be sent to Midwest Environmental Advocates' account at Vanguard. If you are a Vanguard client and are transferring stocks from a Vanguard account, please use this form.
If you are not a Vanguard client, contact the institution where your stocks are held and let them know you’d like to transfer shares to Midwest Environmental Advocates' account at Vanguard. You may need the following information:
Financial Institution: Vanguard Brokerage Services
DTC# 0062
Account# 61473748
MEA's Federal Tax ID# 39-2006475.
If you or your broker have any technical questions regarding the transfer, contact Vanguard at (800) 992-8327.
Step 2. Let us know about your gift
***Stock donations transferred to our account aren't accompanied by donor information. We want to be sure we can acknowledge your gift and send you a tax receipt.***
Please contact Kara O'Connor at (608) 251-5047 x 1 or email koconnor@midwestadvocates.org to share details of your gift, including the name of the stock, the number of shares, and the date of transfer.
This information is not intended as tax advice. Tax laws change periodically and this information may not reflect the most recent changes. For current tax or legal advice, please consult with a tax advisor or attorney.
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