Stock and Mutual Funds

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.

INFORMATION FOR BROKER

Legal name: Centro Hispano Inc.
Tax ID Number: 93-0844812
501(c)(3) nonprofit determination letter: email karen@micentro.org

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 December 31st.

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 Karen Menéndez Coller, karen@micentro.org if you have questions or to notify us of a gift being made.