TFE maintains a special brokerage account at TMI Trust that is available for parishes, organizations, or individuals within the Diocese of Milwaukee to complete the sale of donated securities. There is no cost for the use of this account.
Once the securities are transferred into the account, TFE sells the securities and transmits the net proceeds to the parish or organization designated by the donor. The donor receives an acknowledgement letter from TFE noting the market value of the donated securities for tax purposes.
If you wish more information regarding donating securities, please contact our Executive Director, Chuck Zellermayer, at (262) 370-7821 or by email at email@example.com or firstname.lastname@example.org
Click the link for instructions for giving gifts of stock: TFE Gifts of Securities 2022