Stocks and bonds
A simple way to turn investments into meaningful impact
Donating appreciated stocks or bonds is a tax efficient way to support Ascension Wisconsin Foundation while potentially reducing capital gains taxes and maximizing the impact of your gift.
This option allows you to use investments you’ve held long term to create meaningful support for patients and families.
Why donors choose this option:
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May offer potential capital gains tax advantages
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Simple way to give without using cash
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Allows you to give more by donating appreciated assets
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Supports meaningful community impact
How it works
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You identify appreciated stocks or bonds
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You instruct your brokerage to transfer the assets
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The securities are transferred directly to Ascension Wisconsin Foundation
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Your advisor can help ensure proper timing and tax efficiency
Is this right for you?
This option may be a good fit if you:
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Own appreciated securities held outside tax deferred accounts
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Want to reduce potential capital gains taxes
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Prefer to give without using cash
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Are looking for a simple, high-impact gift strategy
Examples:
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Donating long term appreciated stock from a brokerage account
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Gifting bonds that have increased in value
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Transferring mutual fund shares held outside retirement accounts
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Important note:
Stock and bond gifts should be reviewed with your financial advisor to ensure proper transfer procedures and tax reporting.
Next Steps:
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Review your portfolio. Identify appreciated assets that may be suitable for giving.
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Connect with your advisor. Ensure timing and tax strategy align with your goals.
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Initiate transfer. Work with your brokerage to complete the gift.
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Let us know. If you are considering or have made a gift to Ascension Wisconsin Foundation, we would be honored to hear from you. This is not legally binding and does not require financial details, it simply allows us to thank you and welcome you into our Legacy Society.