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Appreciated stocks are easy to give

Julie and Greg Pawlak

Giving appreciated stock gifts is a great way to strengthen your community and impact lives now and forever.

The Community Foundation’s quick and easy electronic gift processing system allows donors like Greg and Julie Pawlak to transfer gifts of appreciated stock without delay.

“We can give stocks at their highest valuation within about 10 minutes,” says Greg. The Appleton couple used their gift of stock to establish the Greg and Julie Pawlak Family Fund within the Community Foundation, which awards grants to education, one of their favorite charitable causes.

Stocks and other securities that have appreciated can be given directly to the Foundation without triggering capital gains taxes. The fair market value of the gift may be deductible in full. 

Initiate gifts of appreciated stock, bonds, or mutual fund shares by December 13 to ensure delivery by year-end. Consult your financial advisor soon, as some securities may take longer to transfer, or your advisor may have a different deadline.

Please contact us before donating stock to ensure a prompt and accurate transfer of gifts. Learn how here:

Interested in exploring a family fund? We have a variety of flexible fund options. Check them out here.

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