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Donate

Stock Gifts

You count on Law Forward to protect Wisconsin’s democracy and fight for your rights. Thank you for considering supporting our general operations through a gift of stock or mutual funds today! 

Gifts of Stock and Other Securities

There are distinct advantages to donating stock or other securities: 

      • The donor receives an income tax deduction for the full market value of the stock that is donated.
      • Donors can avoid paying capital gains taxes on the appreciation of the value of the stock.
      • Donors can support Law Forward at a lower cost to them compared to making a cash gift.
      • Law Forward can sell the stock without paying capital gains taxes and put the money to use to further our mission.

How to Donate Stock and Other Securities

To transfer appreciated securities from your current custodian as a donation to Law Forward provide the following information to your custodian. All three data points below are needed for a successful transfer. 

Charles Schwab Delivery Instructions: Delivery to DTC Clearing 0164, Code 40 

Registration: Law Forward, Inc. 

Custodial Account Number: 7681-2976 

Please notify Law Forward of your gift at info@lawforward.org, with a notation that it’s for general support. If you have any questions on how to make the donation, please contact Law Forward or our eCIO Investment Management advisory team at (608) 291-4646. 

Thank you!