It may be more beneficial to make your contribution using appreciated stock, bonds, mutual funds, or other types of investments.
If stock is held electronically Direct broker or agent to transfer shares from your account into the “The Arc Fond du Lac” account at Baird, account #3994-5114, DTC #0547.
OR
Instruct your current broker to have a physical certificate issued in the name of “The Arc Fond du Lac.” Indicate the exact number of shares you wish to contribute and send the certificate to:
Robert W. Baird
Attn: Tony Templin
111 N. Main St.
West Bend, WI 53095
Please notify Baird through Tony Templin or Kathryn Fisher Davies at the West Bend office at (262) 338-7780 or atemplin@rwbaird.com or reach out to our development team at The Arc FDL at devolopment@arcfdl.org or (920) 923-3810 when the transfer has been completed.
If you have physical possession of the stock certificate:
Please call Tony Templin or Kathryn Fisher Davies for instructions on how to properly and safely transfer the certificate.
For more information and guidance, please contact Tony Templin or Kathryn Fisher Davies at the West Bend office of Baird at (262) 338-7780 or atemplin@rwbaird.com or reach out to our development team at devolopment@arcfdl.org or (920) 923-3810.
The Arc of Fond du Lac’s Endowment Fund is an enduring investment designed to provide financial stability for future generations of individuals with intellectual and developmental disabilities. A gift to the Endowment is a way to create your own perpetual legacy, ensuring our programs and support services will thrive for decades to come.
Consider a gift to our Endowment Fund – an investment in The Arc’s forever.
To learn more about leaving a bequest or making a planned gift, please contact Greg Giles or Kayla Schumacher.
