STOCK and MUTUAL FUNDS
Thank you for considering making a gift of stock to Centro Hispano of Dane County!
Centro Hispano of Dane County accepts gifts of stock, bonds and other securities. Please find below any information you might need to complete a transfer of stock. If you have questions, we recommend you talk with your financial adviser as we are unable to offer advice on investments.
Centro Hispano of Dane County accepts gifts of stock, bonds and other securities. Please find below any information you might need to complete a transfer of stock. If you have questions, we recommend you talk with your financial adviser as we are unable to offer advice on investments.
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Your gift will be valued at median market price on the delivery date of the gift::
The legal gift date for electronically transferred securities is the day they are received in our account.
The legal gift date for mailed certificates is determined by the postmark date on the envelope.
For gifts to be recognized in the current tax year, the legal gift date must be before Dec. 31.
The legal gift date for electronically transferred securities is the day they are received in our account.
The legal gift date for mailed certificates is determined by the postmark date on the envelope.
For gifts to be recognized in the current tax year, the legal gift date must be before Dec. 31.
It’s very important for you or your broker to let us know about your gift before — or when—your gift of stock is transferred. Without this information we won’t know who made the donation and will be unable to send a tax receipt or acknowledgement.
Please contact Nina Gehan, (608) 442-4026 nina@micentro.org if you have questions or to notify us of a gift being made.
Please contact Nina Gehan, (608) 442-4026 nina@micentro.org if you have questions or to notify us of a gift being made.