We now accept appreciated stock as a gift.

If you are planning to make a contribution to the Kids First Fund, you might consider donating appreciated stock from your investment portfolio instead of cash. Your tax benefits from the donation can be increased and the Kids First Fund now has the ability to receive donated stock.

Donating appreciated stocks that have been held for more than one year can be a wise philanthropic decision. This gift enables you to 1) make a significant gift to the Kids First Fund, 2) receive a charitable donation deduction on your income taxes, and 3) bypass capital gains taxes. To receive the full benefit when donating appreciated stock, it’s vital you donate the stock itself. Do not sell it first and donate the cash proceeds.

There are special limitations that apply to this method of making charitable contributions. Prior to making any contribution, check with your tax professional. At the very least, read IRS Publication 526 for additional information on the contribution limitations. If you get the green light — please refer to the following information to donate stock held by a broker:

1. Contact your broker about making a gift of stock to the Kids First Fund, Inc.

2. Choose the long-term appreciated stock and determine the number of shares to be transferred. The easiest and quickest way to complete a gift of stock held by a broker is through a “back office electronic transfer.” Provide the following information to your broker:

Account Name: Kids First Fund, Inc.
Account Number: 784-274-109
DTC: 0188 (Ameritrade routing code)

3. Contact the Kids First Fund at 414-961-1939 and inform us of the gift to ensure proper acknowledgement.