I support the Women’s Fund because I believe in the power of girls. We are all stronger as a community when we stand together.
Appreciated securities can be a terrific vehicle to make a charitable donation to the Women’s Fund and help girls and women across the Fox Cities community. By donating appreciated stock, you may avoid capital gains taxes and claim a charitable tax deduction for the securities’ current market value.
All gifts of publicly traded stock must be processed through the Community Foundation for the Fox Valley Region. Please notify the Women’s Fund prior to transferring the shares to let us know the stock name and number of shares to be transferred. This will help ensure your gift is promptly and properly administered.
Please provide the following information to your broker so that he or she may direct your thoughtful charitable donation to the Community Foundation’s account at Charles Schwab & Co.:
Account Name: Community Foundation for the Fox Valley Region, Inc.
Account Number: 4033-7502
DTC Number: 0164
Foundation Tax ID Number: 39-1548450
It is the Community Foundation’s policy to sell all shares upon receipt. The sale proceeds will be allocated to the Women’s Fund charitable fund(s) or purpose(s) that you specify, and a formal acknowledgment of your gift, indicating the value of your gift for federal tax purposes, will be mailed to you.
Please contact the Women’s Fund prior to making your stock gift. Julie can be reached at (920) 702-7617, or firstname.lastname@example.org.
As a supporting organization, the Women’s Fund is UNABLE to receive IRA Charitable Rollovers per IRS rules and regulations.