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 Nancy Hansis, Director of Development, at (608) 442-7200, x34, or email nhansis@svdpmadison.org.

Planned Giving Options (click each for detail)

Recurring Monthly Gifts Gifts of Insurance
Gifts of Retirement Plan & IRA Assets Gift Annuities
Gifts of Property Estate Planning
Gift Through Your Will Trusts
Gifts of Stocks, Bonds & Mutual Funds United Way

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“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