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 …
In all matters of planned giving, please be sure to consult your attorney, tax accountant or financial advisor.
All stock gifts are managed through UBS. Please have your broker contact Michele Dahlk at UBS via email: firstname.lastname@example.org, or by phone at 608-831-8677.
UBS account number:
For more information, please contact Nancy Hansis, Director of Development, at (608) 442-7200, x34, or email email@example.com.
|Recurring Monthly Gifts||Gift through your Will||Gifts of Stocks, Bonds & Mutual Funds|
|Gifts of Retirement Plan & IRA Assets||Gifts of Insurance||Gift Annuities|
|Gifts of Property||Trusts||Estate Planning|
“After seeing the tremendous good that the Society has done for the poor in the community, I decided to make a monthly financial committment to the Society now and also am leaving a legacy gift for later.”