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

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:, or by phone at 608-831-8677.

UBS account number:


DTC# 0221

For more information, please contact Nancy Hansis, Director of Development, at (608) 442-7200, x34, or email

Planned Giving Options (click each for detail)

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
United Way


“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.”
- Bernie Vering