Gifts of Appreciated Securities

There are three ways to transfer appreciated securities which can be used to fund a current membership or planned gift.

Gifts of Appreciated Securities

1. Electronic Transfer

  • The MPTV Friends needs to know the name of the stock, the number of shares, your name and address, and the designation of your gift so that we can credit it properly.

2. Your Broker Holds the Stock in Street Name

  • Inform your broker, preferably in writing, which specific shares you wish to donate to the MPTV Friends. Please copy the MPTV Friends or let us know that the transfer will take place, and what the designation of your gift will be.
  • Instruct your broker to call the MPTV Friends at (414) 297-8026 to receive instructions on the disposition of the donated shares.

3. You Hold the Stock Certificate

  • Send the unendorsed stock certificate by registered mail to:

    Karen Van Hoof
    Director of Major Gifts and Planned Giving
    MPTV Friends, Inc.
    700 West State Street
    Milwaukee, WI 53233

  • Send a notarized stock power, signed exactly as your name appears on the unendorsed certificate, by regular first class mail. Do not send these two documents in the same envelope. Together they become negotiable to anyone who might intercept them.
  • Stock powers are available from your broker or banker.

Valuation

Electronic transfer
The date the stock transfers into the MPTV Friends' account
Street name
The date the transferred shares reach the MPTV Friends' account
Certificates
The postmark date on the envelope containing the stock.