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Your financial support of Wisconsin Lutheran High School can
be provided in various ways.
For more information on the following
giving options, please contact Richard Mannisto,
Mission Advancement Director, at414/453-4567 x2014,
or
rtmannis@wlhs.k12.wi.us
Current Giving
Cash Gifts
A cash gift is the easiest, most common way to make a gift.
It can result in an immediate tax benefit for you and provide
WLHS with funds for current needs.
Credit Cards
We accept VISA, MasterCard, American Express, and Discover donations. Please call
Nancy Reichert in the Mission Advancement Office, 414/453-4567
x2013, or go directly to our secure
on-line
giving page.
Stock or Mutual Fund Shares
Gifts of stocks, especially those that have increased in
value, are the best gifts to make for tax benefit purposes.
The donor receives a double tax benefit by being able to
deduct the full market value of the securities and avoid
capital gains tax on the appreciation.
If
your stock is currently held in an account with a brokerage
firm, making your gift to WLHS will work using Method 1 or 2.
Method 1:
Your gift of stock can be sold (for WLHS) by your broker.
Give your broker a signed letter of instruction with the name
of the stock that you will be contributing, number of shares,
any restrictions regarding your gift, and the fact that WLHS
will be calling to give disposition instructions. Fax, email
or mail a copy of your letter to the WLHS Mission Advancement
Office. WLHS will contact your broker. No physical exchange
will take place. This is by far the fastest and most
efficient form of transfer.
Method 2:
Your stock gift can be transferred electronically into the
account of WLHS. You will simply give your broker a signed
letter of instruction to deliver the stock (name of stock and
number of shares) to WLHS via “free delivery through DTC.”
Fax, email, or mail a copy of your letter to the WLHS Mission
Advancement Office. WLHS needs written confirmation of the
transfer from your broker before we can issue a gift receipt
and the only way we can verify your stock transfer is by
matching your letter to transaction. Your broker will require
two pieces of information to complete the transfer:
1.
The WLHS stock account is held by RBC Dain Rauscher - 18500 W.
Corporate Dr, Suite 100 Brookfield, WI 53045, and our
representative is Don Weltzein (262) 395-1101. The DTC
number is 235.
2.
The account number for Wisconsin Lutheran High School at RBC
Dain Rauscher is
1101-8600-7765.
Method 3:
If
you hold a physical stock certificate and want to gift that
stock to WLHS, we will need three items to complete the gift:
1.
The unsigned stock certificate. Leave the certificate unsigned,
nonnegotiable.
2.
A cover letter. With the stock certificate, please send a cover
letter including your name, address, name of stock, number of
shares, certificate numbers, and any restrictions regarding
your gift.
3.
In a separate envelope, send a stock power for each stock
certificate with your signature guaranteed. This stock power
will be attached to the gifted stock certificate to make it
negotiable. Stock powers are available from brokerage firms
or banks.
Should you have any questions, Rich Mannisto, our Director of
Mission Advancement would be happy to assist you –
rtmannis@wlhs.k12.wi.us
Matching Gifts
Click here to find out if your employer has a corporate
matching gift program.
Employer matching gifts can double, even triple, your gift.
Please check with your employer's human resources department
for more information and matching gift forms. The following
companies have donated matching gifts to WLHS on behalf of
their employees or policy holders:
| Abbot Laboratories |
Morgan Stanley Dean Witter |
| Advanced Cardiovascular Systems, Inc. |
Motorola Foundation |
| American Appraisal Trust |
NCR Corporation |
| American Express Company |
Northwestern Mutual Life Insurance |
| A.O. Smith Foundation |
Oracle Corporation |
| Appleton Papers |
Philip Morris, Inc. |
| Aramark |
PPC Foundation/Pieper Power |
| Artisan Partners Limited Partnership |
PPG Industries Foundation |
| Assurant Health Foundation (formerly
Fortis) |
Prudential Insurance Foundation |
| Bankers Life & Casualty |
Quad/Graphics Community Fund |
| Boeing Company |
Quest Diagnostics |
| Brady Corporation |
RBC Dain Rauscher Investment Services |
| Bucyrus-Erie Foundation, Inc. |
Rockwell International Corporation |
| Chrysler Corporation |
SBC Foundations/formally Ameritech |
| Deluxe Check Printers Foundation |
SC Johnson Wax Foundation |
| Eaton Corporation |
The Charles Schwab Corporation |
| Dow Chemical Company |
Shell Oil Company Foundation |
| Dun & Bradstreet Corporation |
Sprint |
| Eaton Corporation |
State Farm Companies Foundation |
| Employee's Mutual Benefit Association |
Sun Strand Corporation Foundation |
| Exxon Mobil Foundation |
3M Corporation |
| FM Global Foundation |
Thrivent Financial for Lutherans* |
| GATX Corporation |
Time Warner, Inc. |
| General Motors |
Tyco |
| Grace Foundation, Inc. |
UPS Foundation |
| Hanover Insurance Company |
US Oil/Schmidt Family Foundation |
| Harley-Davidson Foundation |
Verizon Wireless |
| Hewitt Associates, Inc. |
Wachovia Foundation |
| Hewlett-Packard Company |
Waste Management |
| IBM Corporation |
WellPoint Foundation |
| International Paper |
Wells Fargo Educational Matching Gifts |
| JC Penney Company Inc. |
Whirlpool Foundation |
| Mentor Graphics foundation |
Wisconsin Energy Corporation Foundation |
| Merck Company |
Wyeth Ayerst Laboratories |
| MGIC-Mortgage Guaranty Insurance Corp. |
Xerox Corporation |
| Milwaukee Electric Tool Corp. |
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Please call Nancy Reichert
in the Mission Advancement Office, 414-453-4567, ext. 2013,
for information regarding Thrivent Financial for Lutherans; or
visit the Thrivent
website.
Click here to obtain a Thrivent Matching Gift Form (PDF).
Simply Giving
Thrivent Financial for Lutherans has a program
called Simply Giving which allows you to
consistently give gifts to Wisconsin Lutheran High School
through electronic funds transfer.
Contact
rtmannis@wlhs.k12.wi.us for more information on this
program.
Click here to obtain a Thrivent Simply Giving Enrollment
Form.
Planned Giving
Include WLHS in Your Will
A bequest can provide future funding to WLHS and reduce the
donor's taxable estate for federal estate tax purposes, if
the estate is subject to federal estate tax. Designating a
percentage of the estate as a gift to WLHS will have a lasting
impact on our ministry of discipling young people for Jesus.
Life Insurance
Paid-up policies that are no longer needed for the protection
of your family can be gifted completely to WLHS. You may be
eligible to receive an immediate income tax charitable deduction
for your adjusted basis in the policy. You could receive future
tax charitable deductions for any premiums paid by you.
Retirement Plans
IRA, 401(k), annuity. You may be eligible to receive substantial
tax benefits for naming WLHS as the beneficiary of a qualified
retirement plan.
Charitable Gift Annuity
This is a simple contract between you and WLHS where you make
a gift to the school and receive guaranteed income for life.
You may be eligible to receive an immediate income tax charitable
deduction for the present value of the future charitable gift.
Charitable Remainder Trust
You transfer assets to a trust, which makes payments to you
of either a fixed amount (annuity trust) or percentage of
the trust principal (unitrust). You receive an immediate income
tax charitable deduction for the present value of the future
charitable gift and, if the asset is long-term capital gain
property, you do not have to pay any capital gains tax. When
the trust ends, WLHS receives all of the trust assets.
Click here for more Planned Giving information including a
gift calculator and brochures on
the subject.
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