Gifts of Stocks, Bonds & Mutual Funds

Consider making a donation using appreciated stock, bonds or mutual fund shares. This type of gift supports our mission of helping Dane County neighbors in need while you may benefit by …

• Avoiding capital-gains tax payments
• Receiving a charitable income-tax deduction
• Enjoying a possible increased income

For tax purposes, please note that our organization’s legal name is:

District Council of Madison, Inc., Society of St. Vincent de Paul
Our federal EIN is:  39-0824876
We are a 501(c)(3) nonprofit charitable organization.

In all matters of planned giving, please be sure to consult your attorney, tax accountant or financial advisor.

Making a Transfer Contribution to Us

All stock gifts are managed through UBS. Transfer instructions are as follows:

District Council of Madison, Inc., Society of St. Vincent de Paul
Agent Bank: UBS Financial
Account Number: HZ-06305-34
DTC Number: 0221
Contact: Michele Dahlk
Email: michele.dahlk@ubs.com
Phone: (608) 831-8677
Please provide donor name, address, name of security, number of shares and fund name/purpose.

For more information, please contact our Director of Development, at (608) 442-7200, x34, or email development@svdpmadison.org.

Planned Giving Options (click each for detail)

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