Maximize your impact by donating long-term appreciated securities - including stock, bonds, and mutual funds directly to Girls on the Run of Southeastern Wisconsin. You may be able to increase your gift and tax deduction by donating appreciated stock compared to donating cash.

Gifting Stocks and Mutual Funds to Girls on the Run is easier than you may think! Please view our Guide to Giving below and consult your financial advisor with any questions you may have.

Step 1: Initiate the Stock Transfer
Securities can be gifted to Girls on the Run of Southeastern Wisconsin electronically. Contact your financial
advisor to initiate the transfer. Click here to download a sample letter you can use.

Step 2: Send the Securities to Girls on the Run of Southeastern Wisconsin
Please use the following transfer instructions:

Robert W. Baird & Co., Inc.
DTC Number: 0547
Account Name: Girls on the Run of Southeastern WI (Tax ID # 26-0403812)
Account Number: 5370-3657

Contact:
Robert W. Baird
c/o: Emily Phillips
777 E. Wisconsin Ave.
Milwaukee, WI 53202
DPRGroup@rwbaird.com
Phone: 414-298-5116

Step 3: Notify Girls on the Run by Email
Each time a gift of stock is donated information about the gift is needed for audit and gift acknowledgement
purposes.

Please send an email to Tina Jones tina.jones@girlsontherun.org including the following information:

Your Name
Address
Email Address
Date of Transfer
The approximate amount you would like to donate
Number of Shares
Name of Security
Name of Transferring Advisor
Name of Firm/Institution Advisor is with
Your Advisor’s Phone Number

Thank you for considering the gift of stock or mutual funds to Girls on the Run of Southeastern Wisconsin! Please contact info@girlsontherunsoutheasternwi.org with any questions you may have about the process.

Don't have long-term appreciated securities to donate directly? Please visit our Ways to Give page to learn more about other opportunities to support our confidence boosting programs!

Girls on the Run of Southeastern Wisconsin encourages the consultation of financial advisors while making gifts through donor-advised funds. This is not legal or tax advice.