The Heritage Club

You can turn stock market gains into an impactful planned gift for Northeast Wisconsin’s youth! Your gift of appreciated securities qualifies for a tax deduction based on the full market value of your stock and helps you avoid capital gains tax that would otherwise arise from the direct sale.

Gifts of Appreciated Securities: Making a gift via stock or mutual funds
Securities with large unrealized profits (long-term capital gains) is a planned gift option for Boys & Girls Clubs of the Bay & Lakes Region. You can designate within the organization your intent. The profit on your securities will escape taxation and your charitable deduction will be the full market value of your investment, as long as the security has been held for more than one year. Gifts of securities may be deducted up to 30% of your adjusted gross income, with a five-year carryover for excess deductions if you itemize deductions. Remember that Boys & Girls Clubs of the Bay & Lake Region must receive your gift of securities on or before December 31 for it to be deductible this calendar year.

Process to give appreciated securities
To make a gift of publicly traded stocks or mutual funds via electronic transfer, please contact Julia Verhaagh at 920-494-7090 ext. 1011 for procedures. Boys & Girls Clubs of the Bay & Lakes Region does not publish delivery instructions in an effort to insure, prior to transfer, proper identification of the donor transferring the gift, verification of the name of the securities, verification of the appropriate number of shares to be received, and determination of the designation of the gift.

For mailing physical certificates, send your certificate and stock power separately (for security purposes) to:
Boys & Girls Clubs of the Bay & Lakes Region
Attn: Julia Verhaagh
1451 University Ave
Green Bay, WI 54302

Questions?
Please reach out to Alyssa Matelski via amatelski@bayandlakes.org. Boys & Girls Clubs of the Bay & Lakes Region can also supply you with stock power/stock waiver forms or a sample broker initiation letter.