Give a gift of stock

By giving appreciated property like stocks or bonds, you can avoid paying capital gains taxes on the appreciation, receive a tax deduction for the full value of the gifts, and support Wisconsin Wetlands Association at a lower cost to you. Please check with your tax advisor to determine the full deductibility of your donation.

When Wisconsin Wetlands Association receives a stock gift, our policy is to sell the stock as soon as possible after the receipt of the gift. If you wish to donate stock, please:

1. Direct your custodian to transfer your stock to our account at Pershing LLC

Pershing LLC
Our Account Number: 7HB098099
The clearing number for Pershing: 0443
Wisconsin Wetlands Association’s Federal Tax Identification Number: 39-1852601

Robert Sawicki at Innovative Financial, Inc. helps manage this account for us. His phone number is 608-278-9189.

2. Let WWA know about your donation

After you have completed the transfer, please contact WWA to let us know the arrangements you have made. This is important because your broker may not include your name in the transfer and we may not know who the stock is from. Notifying us enables us to track the transfer of the stock and acknowledge your gift promptly.

Are you making a stock gift to WWA? Let us know (we'd like to thank you)!

If you have questions or need further information, please contact Tracy Hames, Executive Director, or Katie Beilfuss, Outreach Programs Director, at 608-250-9971.

Wisconsin Wetlands Association does not provide legal or tax advice. Please consult your own legal and tax advisors in connection with gift and planning matters.