Gift of Stock Instructions
Please follow this process to successfully donate via gift of stock.
Gift of Stocks
A donation of long term appreciated securities – stock held longer than one year which has appreciated in value – is one the most tax efficient ways to give. A tax deduction can be taken for the full market value of the donated securities. Taxes normally due on the capital gain do not apply.
If stock is held by broker or agent:
Upon your instruction, your bank or broker can transfer stock to Operation Fresh Start, Inc. directly with the information below.
Broker:
Lake Ridge Financial – LPL Financial
Account name: Operation Fresh Start, Inc.
DTC Number: 0075
Account number: 60078123
If stock is held in certificate form:
Deliver the unendorsed stock certificate along with a completed letter of transmittal to the address listed below. In a separate envelope deliver an executed stock power.
Mail to:
Operation Fresh Start
Attention: Jody Weyers
2670 Milwaukee Street
Madison, WI 53704
If your certificate represents more shares than you wish to donate, the transfer agent will issue a new certificate in your name for the remaining balance. Please contact Jody Weyers, Development Director, at 608-244-4721 x 123 or jweyers@operationfreshstart.org with any questions about donating stock shares to Operation Fresh Start.
Privacy Statement
About Your Privacy
Operation Fresh Start never sells or trades information about its contributors to any other organization or individual. Information regarding your contribution is treated with strictest confidence by the OFS staff who process it.
About Security
OFS takes every precaution to protect the safety and security of your information. If you have any questions concerning our policy, please call Aaron Durfee, Finance Manager, at 608-244-4721 x 110 or email adurfee@operationfreshstart.org
We will use your e-mail address to confirm your pledge and notify you of OFS activities and success stories that may be of interest to you. Your e-mail address will not be made available to other organizations or individuals.
We take every precaution to protect the safety and security of your data and transaction. We use industry-standard, high-grade security methods that make it difficult for anyone else to intercept the information you send.