Gifts of securities which have gone up in value since their purchase can provide additional benefits:
You receive a charitable income tax deduction equal to the fair market value of the securities if they have been held longer than one year;
You avoid capital gains tax.
How to Transfer Stock
Please call us at 262-358-6449 and let us know you are making a gift of stock. This is important to ensure proper receipt and acknowledgement of your gift. Then, you can select an electronic or physical transfer.
You can forward your stock certificate(s) directly to CUSH. Each stock certificate requires a stock power form. The stock powers should be signed and the signature guaranteed by your local bank or broker. Mail the stock powers, along with a letter indicating your intent to make a gift, to the address below. Under separate cover, send the stock certificate(s) to the same address. We recommend that you deliver them in person or send the certificate(s) via registered mail:
PO Box 1324
Kenosha, WI 53141