Giving securities is one of the most tax-efficient ways to give. Gifts of publicly traded securities bought over a year ago that have increased in value can be donated to Lewis University. The donor is entitled to a charitable deduction of the value of the securities. In addition to the tax deduction, donors avoid all capital gains taxes. This makes for an additional tax savings!
|Information for Electronic Stock Transfer to Lewis University|
|Broker Address||US Bank NA
777 E Wisconsin Ave.
Milwaukee, WI 53202
|Broker Contact||(414) 765-6743 | Lynda K Arndt | email@example.com|
Please contact our organization via mail, email, facsimile, or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact Brandon Hoeft JD, MBA, CFRE at 815-836-5399. The facsimile number is 815-836-5641. If sending email, please use the Contact Us link on the left or contact Brandon directly at firstname.lastname@example.org.
Thank you for your support of Lewis University.