Giving Cash May Be Appropriate If …
- You are considering an immediate gift, to be made during your lifetime.
- You want a charitable deduction that will offset the largest possible amount of taxable income.
- You enjoy surplus cash flow after meeting your expenses.
Giving Options …
- Write a check.
- Give directly from your bank or investment account.
- Donate online.
Giving Securities May Be Appropriate If …
- You own stocks, bonds or mutual fund shares that you have held at least one year.
- Those securities have increased significantly in value.
- Your financial advisor suggests you rebalance your portfolio.
Giving Options …
- Donate appreciated securities to the Appleton Education Foundation for a greater tax benefit than redeeming the security and donating cash.
- Be sure to inform us as securities are being transferred from a custody or investment account so we can track and accurately acknowledge your gift.
Stock Donation Instructions …
The Appleton Education Foundation is pleased to be of assistance in carrying out your charitable goals through a gift of publicly traded stock or other securities. To ensure that your stock gift is promptly and properly administered, please contact us prior to transferring the shares to let us know the stock name and number of shares to be transferred. Reach us at 920-832-1517.
Please provide the following information to your broker so that he or she may direct your thoughtful gift to the Community Foundation’s account at Charles Schwab & Co.:
Account Name: Community Foundation for the Fox Valley Region, Inc. (AEF is a supporting organization of the Community Foundation)
Account Number: 4033-7502
DTC Number: 0164
Community Foundation Tax ID Number: 39-1548450
Shares will be sold upon receipt. The sale proceeds will be allocated to the charitable fund(s) or purpose(s) within the Appleton Education Foundation that you specify, and a formal acknowledgement of your gift (indicating the value of your gift for federal tax purposes) will be mailed to you. Thank you for your interest in using securities to support the charitable causes that have special meaning for you!
As a supporting organization of the Community Foundation for the Fox Valley Region, AEF is not eligible to receive a Qualified Charitable Distribution (QCD) from an IRA. A direct transfer to AEF is, therefore, treated as a taxable withdrawal from an IRA, which may qualify for a charitable deduction. To learn more or to discuss other giving options, please call us: 920-832-1517.
