Electronic Transfer of Stocks Instructions
Donating appreciated stock directly to charity allows you to avoid capital gains tax while still receiving a tax deduction for the full fair market value of the shares.
Stock Donation Process
Click the Donate button on the Neighborhood House of Milwaukee website
Select Stocks
Enter the symbol of the stock
Enter the # of shares
Add a note and/or a public testimony
Click Continue
Choose to make a donation to Every.org to support their work
Select Get Instructions
Print a copy of the gift instruction or print the version that you will receive in your email
Broker Instructions
Instruct your broker to electronically transfer the stock to (http://every.org), who will then sell the securities after receipt and remit the funds to us. To facilitate the transfer, your broker will require the following information, along with a copy of the gift instructions generated from the previous online steps.
Broker: Fidelity
DTC Number: 0226
Account Number: Z28716200
Account Name: Every.org
Beneficiary: Neighborhood House of Milwaukee
EIN: 39-0806269
Inform Neighborhood House
After you instruct your broker to make the stock transfer, we ask that you write or call us to let us know of the gift. By letting us know of your gift, we will be able to properly match the stock that we received with your gift record. Please call or write us with the following information:
Name of stock transferred
Number of shares
Brokerage firm stock transferred from
Approximate date of transfer
How you would like the gift used at Neighborhood House
Contact
Liliane McFarlane
Development and Marketing Director
Neighborhood House of Milwaukee
2819 W. Richardson Place
Milwaukee, WI 53208
T: 414-933-6161 ext. 127