Securites and IRAs

Securities

Giving appreciated stock, bonds or mutual funds held for more than one year can often provide tax benefits to you while you support our students. Please note that securities must be transferred directly to the UW-Whitewater Foundation, Inc. to be eligible for tax benefits.

Step 1: Let UW-Whitewater Foundation know you plan to give via securities by contacting a staff member. We’ll work with you to direct your gift to your cause and we’ll communicate with you throughout the transaction process.

Step 2: Instruct your broker to transfer shares to UW-Whitewater Foundation, Inc. at:

Robert W. Baird & Co. Inc.
1 N. Main Street
Janesville, WI 53545
Phone: 608-373-7900
Toll Free Phone: 888-792-9807
Fax: 608-373-7950
Representative: Erik Dahlberg, Dahlberg Group
Broker #: AP16
DTC Number: 0547
Contact: Beth Bergmann
Email: BBergmann@rwbaird.com
Account Number: 8548-0926

Contact Jon Enslin, president of the UW-Whitewater Foundation, at enslinj@uww.edu or 262-472-1482 with questions.

IRA Charitable Distributions

If you are 70 ½ or older you may make a charitable gift directly from your IRA up to $100,000 annually. Tax advantages may be realized if the gift is made using the minimum required distribution and made directly to the Foundation.

Contact Jon Enslin at 262-472-1482 or enslinj@uww.edu for transactional information to ensure you receive appropriate tax receipts.