Stock or other securities

  • Increase your gift - and your tax deduction - with a gift of long-term appreciated stock.  You can make a bigger impact than perhaps you thought possible by donating appreciated securities (including bonds and mutual funds) directly to KMEF.  There are many knowledgeable and local professional advisors who can explain these common gift vehicles to you.

     

    You can donate securities directly to KMEF which has a long-established managed fund held by the Waukesha County Community Foundation.  Please contact the Executive Director for information on how to easily complete a transfer of stock or other security to KMEF.  For stock transfers, donors can expect the entire process to take approximately 3 to 4 business days to complete. The process for bonds and mutual funds usually takes a bit longer.  


    When making a securities donation, please contact the Executive Director to notify us of the pending transfer so that we may properly acknowledge your generosity.  For notifications and more information, contact Tara Mathison at 262-968-6300 x5308 or at kmef@kmsd.edu.