Stock or Mutual Funds - Goodman Community Center

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Stock Gifts

First of all, thank you for considering making a gift of stock to the Goodman Community Center. Tax savvy donors can often benefit from donating appreciated stocks — while also benefiting many people in our community.

While we can accept gifts of stocks, bonds or any other securities, we recommend you talk with your financial advisor to learn more about charitable giving alternatives that may be a good fit for your personal financial situation. When you work closely with your tax and legal advisors, they can help you determine how any particular strategy will affect your overall tax situation.

We can’t offer you any advice, but we are happy to answer questions and will do our best to make it easy for you to make your gift.

If you’d like to talk with someone about this or any other gifts, contact:

Dani Luckett, Chief Development Officer, at This email address is being protected from spambots. You need JavaScript enabled to view it. or 608-204-8059

 

It’s very important for you or your broker to let us know about your gift before — or when—your gift of stock is transferred, because, without this information we won’t know who made the donation. Without that, we can’t send a tax receipt or any acknowledgement.


Please fill out this Gift of Stock Notification Form to securely share your plans with the Goodman Community Center.

 

Gift of Stocks

Contact Information

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Stock Information

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Our legal name:          Irwin A. and Robert D. Goodman Community Center, Inc.

Our Tax ID Number:   39-1919172


Download our 501(c)(3) nonprofit determination letter here.

Your gift will be valued at the median market price on the date of the gift, determined by delivery:

• The legal gift date for securities electronically transferred is the day they are received in our account.

• The legal gift date for certificates that are mailed is determined by the postmark date on the envelope.

For gifts to be recognized in the current tax year, these dates must be on or before Dec. 31.