Donations & Giving

Gifts of Appreciated Securities

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to the Wauwatosa Public Library Foundation account
  2. You receive an income-tax deduction
  3. WPLF may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support the Wauwatosa Public Library Foundation

Special note: You should e-mail us at tosalibraryfoundation@gmail.com to tell us of your intent, and we will be able to assist you with the details of the transfer. We recommend talking to financial and tax advisors for any questions you may have about personal tax and financial implications of certain giving vehicles.

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