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Gifts of securities, such as stocks or annuities, can have a lasting effect and can also provide you with tax benefits.
Avoid a capital gains tax. If you have held a stock for more than one year, you can claim a deduction at the full market value and avoid tax on the appreciation by giving it directly to The Bellin Foundation.
If market conditions have reduced the value of your stock portfolio, an option for taking capital loss on your tax return is to sell the underperforming stock and contribute the proceeds.
Please notify The Bellin Foundation of your gift when you ask your broker to transact the gift in order to assure prompt recognition. The notification can occur in writing, via phone, or by completing an online form. It is important to specify The Bellin Foundation as the recipient of the gift to ensure it is properly credited and acknowledged.
Through the Foundation's relationship with the Martzahl Group at CitiGroup/Smith Barney, you can gift stock without incurring a brokerage fee, thereby maximizing the value of your gift. While The Bellin Foundation appreciates our relationships with CitiGroup/Smith Barney, you are encouraged to make your charitable contributions via the method and brokerage firm of your choice.
Donors or their brokers may contact The Bellin Foundation at:
The Bellin Foundation
744 South Webster Avenue
Green Bay, WI 54301
Telephone: 920 433-3731
Fax: 920 433-6062
If you would like to speak with someone at The Bellin Foundation about your gift of securities, please contact:
Nan Bush, Director