Some donors prefer to make gifts of appreciated stock, securities, mutual funds, and exchange traded funds because it not only benefits the mission of WyoFile but can also maximize potential tax benefits by avoiding capital gains tax.*
WyoFile works with the Wyoming Community Foundation (WYCF) to process gifts of securities. Please use this form to authorize the electronic transfer of a gift of stock or bonds held at your financial institution.
Wire and securities transfers often lack enough information for WYCF to identify the donor and designated beneficiary. To ensure your gift is credited promptly, please notify either Dan Kenah (daniel@wyofile.com) or Misty Gehle (misty@wycf.org) when you initiate a wire or securities transfer. Gifts received without donor and beneficiary information take longer to post to our fund at WYCF. The following information is required to properly credit gifts to your fund.
- Donor name and contact information
- Purpose of the gift e.g., WyoFile Operating, WyoFile Endowment, (other campaign names)
- Number of shares, name of stock/security, and estimated amount of gift
*We encourage you to seek financial, tax and legal advice from your professional advisors.