Gifts of highly appreciated stock can provide you with a great satisfaction of supporting families with seriously ill children while meeting your own financial goals. When gifted directly to RMHC Midwest | MN, WI, IA, you can avoid capital gains tax on the appreciated portion of the gift while the entire fair market value of the stock gift becomes eligible for a tax deduction. Please consult your financial or investment advisor regarding gifts of stock to RMHC Midwest | MN, WI, IA.
The most popular and most efficient way to transfer securities to RMHC Midwest | MN, WI, IA is by electronic transfer.
If your stock is held at a broker, notify the broker that you wish to make a gift of securities to RMHC Midwest | MN, WI, IA. Your broker will need written authorization from you before they can make the transfer. Be sure to tell them the name of the stock that you want to transfer and the number of shares.
Once you have authorized the transfer, ask your broker to contact a RMHC Midwest | MN, WI, IA Development Associate at (507) 282-3955. Our office will give your broker complete transfer instructions.
NOTE: Even if you have donated securities in the past, be sure your broker contacts the Development Associate at (507) 282-3955 before the transfer is made. The transfer instructions can change from year to year. A quick phone call from your broker to verify the current instructions will prevent any transfer problems.
Mailing Stock Certificates
If your securities are not held at a broker (see Electronic Transfer if they are), please contact a RMHC Midwest | MN, WI, IA Development Associate at (507) 282-3955 for instructions on safest methods of transfer for the asset.