Sometimes, when we look at all we have, we look for ways to pay it forward, with charitable intent. Doing so not only benefits the charity, such as ANGEL ON MY SHOULDER, however the donor receives tax benefits as well particularly when the gift is appreciated securities such as stocks and mutual funds.
Over the past few years, ANGEL has appreciatively received donations of stock from a couple in Milwaukee. Their gifting of stock motivated us to establish an account in which we can accept securities from donors like you who can also take advantage of the tax benefits while supporting our mission.
For information about donating stock or other eligible investments to ANGEL, you or your broker may contact Bonnie Stieber, VP – Personal Trust Services at WoodTrust Asset Management. Phone 715.301.1605 or write firstname.lastname@example.org.