Making a charitable donation in the form of stock shares rather than cash can greatly benefit both the Phi Sigma Rho Foundation and you. As a stock donor, the value of the donation can be deducted as a charitable gift if you itemize deductions on Schedule A, and you avoid paying the capital gains tax on the appreciated stock! For the Foundation, a stock donation expands and diversifies our investment portfolio and gives us the option to use the stock for long-term growth or to sell the shares to satisfy a more immediate financial need.
The Phi Sigma Rho Foundation has an investment account established through Waukesha Investments. If you would like to make a donation of stock to the Foundation, please have your broker or financial advisor contact Waukesha Investments at (262) 549-8596.