Stocks & Securities Gifts

Donating appreciated securities can be one of the most tax-efficient ways to support La Crosse County Historical Society. When you give shares of stock, you can save on capital gains taxes and receive a charitable tax deduction for the full fair market value of your gift, maximizing your impact on our mission! 

Instructions

Step 1: Contact your broker with your donation instructions and LCHS's delivery instructions below. 

LPL Financial

DTC #0075

Account # 30913223

Account Name: La Crosse County Historical Society

Reference: (name of donor)

Step 2: Please notify us at 608-782-1980 or admin@lchshistory.org with your name, address, phone number, the name of stock(s), number of shares, and gift designation(s) so we may monitor our account for the expected transfer and process your gift accurately. 

If you intend to transfer mutual fund shares, please contact us before your broker with the mutual fund name and symbol. Certain mutual funds are not directly transferable to the LCHS brokerage account and special accommodations may need to be made for your gift. 

Additional Information

TAX ID: 39-1228755

Receiving Brokerage Firm: 

Integrated Wealth Management, LLC

628 2nd Ave. S.

Onalaska, WI  54650

608-785-0069

Valuation: The date of the gift is the day the stock passes from your control and is received by LCHS. The value, for income tax purposes, is the mean between the high and the low of the market value on that day. 

Tax Benefits: You become entitled to a charitable income tax deduction for the fair market value of the gifted securities as of the date of transfer. You can eliminate capital gains tax that would ordinarily become due if you had sold the appreciated securities on the open market and donated the proceeds from the sale. This can help reduce current income tax obligations as well as estate taxes later. 

Helpful Resource: Donating Stock to Charity: A Comprehensive Guide for Donors