Gift of Stocks or Bonds

CREATE CHANGE WITH YOUR ELECTRONIC GIFT OF STOCKS OR BONDS

At the Women’s Fund of Greater Milwaukee, we believe in the power of every individual to spark meaningful transformation in our community. Beyond traditional forms of giving, your support through electronic gifts of stock has the potential to ignite change and empower women in profound ways. Join us in our mission to advance equity and create lasting impact by exploring this impactful giving option today.

INSTRUCTIONS FOR STOCK TRANSFER:

Instruct Your Broker: Contact your broker and provide them with the following information to electronically transfer the stock to the Women’s Fund account at Baird:

Broker:

Robert W. Baird & Co.

Drosner Phillips Ristau Group

Private Wealth Management

777 E. Wisconsin Ave – 21st Floor

Milwaukee, WI 53202

Account Representative:

Jodi Ristau, CFP

Managing Director

Office phone 414-298-2439

Women’s Fund Account Number: 33110642

DTC Number: 0547

Beneficiary: The Women’s Fund of Greater Milwaukee

Notify Us: After instructing your broker to make the stock transfer, please inform us of your gift. Due to the electronic transfer process, the donor’s name may not always be included in the transfer information. Providing us with the following details will help us accurately match the stock received with your gift record:

  • Name of stock transferred
  • Number of shares
  • Brokerage firm stock transferred from
  • Approximate date of transfer

Your generosity through electronic gifts of stock enables us to continue our vital work in empowering women and advancing equity in our community.

When you make a gift to the Women’s Fund, you become a part of community legacy; one that is exclusively focused
on women and girls. Your dollars are collectively leveraged to influence attitudes and encourage behavior that
supports the betterment of women and girls in the Milwaukee area.