You can make a larger gift to support our fight against poverty and injustices at a lower cost to you by making a gift of appreciated stock. Tax advantages include:

• Avoiding federal and state tax on capital gains;
• Receiving an income tax deduction for the full market value of your gift if you itemize deductions on your tax return and have held the assets for at least one year;
• Making a larger gift at a lower original cost to you.

Please consult your financial planner or tax advisor to determine how these potential tax advantages apply to your specific situation. Giving a gift of appreciated publicly traded stock that you have held over a year to WE International can bring you tax savings by offering two significant advantages:

1) If you held your security for more than one year (long term), you will receive a full charitable deduction on the fair market value of the security when the gift is made. Example: You held 100 shares of stock for more than a year (long term) that you purchased for $1000 ($10/share). The fair market value of the shares is $15/share or $1,500.00 as of the day you donate them. Your charitable contribution deduction would be $1,500.00. If you held your security for a year or less (short term), you can claim this as a deduction of the market value less the amount it has appreciated. In most cases, this would mean your deduction would be your initial cost. This may not be a good idea in terms of a tax standpoint.

2) By donating appreciated securities, you avoid paying capital gains. As in the example above, using a 20% tax bracket, the tax would have been $100.

We also recommend checking with your accountant regarding tax advantages to giving.

How to make to make gifts of securities to WE International:

You can make a gift of securities to WE International by wire transfer or mailing stock certificates:

For securities held by a brokerage firm (Wire Transfer):

Instruct your brokerage firm in writing to make an electronic transfer to:

Smith Barney
DTC 0418
WE International / Account #237-70228-15-027
Attn: Donald Anderson (414)226-3132 fax (414)226-3081)

Please inform WE International of your gift. Privacy laws discourage brokerage firms from releasing the names of clients, so, you must give WE International permission to recognize that you have made a stock donation. If you forget to inform us that your donation is being transferred via stock, the brokerage firm can decide not to inform us of your name, and therefore we will have trouble crediting and thanking you for your generous gift.
Please contact David Northcutt, plannedgiving@weinternational.org

Please provide:

1. Name of securities;
2. Number of shares you are transferring;
3. Brokerage house / accounting firm and contact name; and
4. Your address, phone number and email address.
5. For instructions on donating other types of securities (i.e. – stocks held in certificate form, making a donation of mutual funds, or making a planned gift), please contact David Northcutt, dnorthcutt@weinternational.org

Securities that are held by you in certificate form (Mailing)

Call WE International for mailing instructions. Do not sign the certificate.

If you have a physical stock certificate – Please call the business office and we will give you delivery instructions.

WE International Inc is a 501(C)(3)public charity, and your gifts are tax-deductible to the full extent of the law.