Consider giving appreciated assets at year-end

Making a year-end donation to WELS using appreciated assets such as stocks, bonds, mutual funds, and real estate provides you with several advantages.

The timing allows you to maximize tax benefits before the close of the year. You receive a charitable deduction and avoid capital gains taxes, which means more support for the ministry to which you are donating.

Find procedures for giving securities on the Helpful Giving Tools page of the WELS Foundation website or download the gifts of securities procedures document.

Please note: Stocks/mutual funds must be received by WELS by Dec. 31. The date of transfer is the date of the gift. This may take a few days, so the earlier the better. Please inform WELS of what you are donating by contacting WELS Foundation at [email protected] or 414-256-3213.

Need assistance? Contact your local WELS Christian giving counselor at 800-827-5482 or [email protected].