Stocks and Funds Gifts - PBS Wisconsin

By donating appreciated securities, you may be able to avoid paying capital gains taxes on the increase in value while still receiving a charitable deduction for the full fair market value of the shares.

This option allows donors to make a larger impact for PBS Wisconsin than an equivalent cash gift, helping support trusted journalism, educational resources, arts programs, and Wisconsin-focused storytelling.

Why many donors make gifts of stock

When you donate appreciated securities that you have held for more than one year, you may be able to:

Support PBS Wisconsin in a tax-efficient way
Avoid paying capital gains tax on the increase in value
Receive a charitable tax deduction for the full fair market value of the stock
Make a larger charitable impact than giving cash alone

How to make a gift of stock

Making a gift of stock or mutual funds is simple.

Step 1 — Contact Your Broker
Ask your broker or financial advisor to transfer the shares you wish to donate.

Download these instructions (PDF)

Step 2 — Provide PBS Wisconsin transfer information

DTC Number: 0547
Account Name: Friends of PBS Wisconsin (Tax I.D. Number 23-7300462)
Account Number: 34-89-7527

Broker contact:
Robert W. Baird & Co.
c/o: Megan Mitby
8000 Excelsior Dr., Suite 302
Madison, WI 53717-1914
Telephone: (608) 830-3524 | (800) 888-4792
Fax: (608) 830-3550

Step 3 — Let us know
Please contact our team to let us know your gift is coming so we can ensure it is properly credited and thank you for your support.

Email
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Your Name*
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Your Email Address*
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- Yes
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Date of Transfer*
Month
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What is the approximate amount you would like to donate?*
Number of Shares*
Name of Security
Name of Transferring Broker
What firm is the broker with?
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PBS Wisconsin encourages donors to consult their financial or tax advisor regarding their individual circumstances.

Looking for other ways to give? Explore these options.

Questions? We’re happy to help

If you are considering a gift of stock or mutual funds, our team is here to assist you or work with your financial advisor to ensure your transfer is completed smoothly.