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News / Articles

2021 Donations Moment!

Marty Hanson | Published on 12/22/2021

End of Year Charitable Giving

As the year draws to a close, you may be reviewing your finances and possibly making charitable donation plans.  We ask that you also consider RLPOA in your giving plans.  We can accept donations online via PayPal (no PayPal account required), via USPS mail (snail mail), and now we are also accepting stock donations.  By donating stock, you avoid any payment of capital gains on your stock and RLPOA receives full value, also without any tax liability.  By board approved policy, we convert stock donations to cash at our earliest convenience.

 

DONATING STOCK

Here are the general guidelines for a stock donation:

 

Step 1: Complete your transfer

We prefer electronic transfers to exchange of paper stock certificates.  Contact the institution where your stocks are held and let them know you’d like to transfer the shares to the ROUND LAKE PROPERTY OWNERS ASS'N INC account at Wells Fargo. Contact our treasurer at Treasuer@RoundLakes.org to obtain the electronic credentials for online transfers.

Step 2: Let us know about your gift of stock

Stock donations transferred to our account aren't accompanied by donor information. We want to be sure we can acknowledge your charitable donation of stock, so please complete return the attached form.

 

Thank you for your support of RLPOA.

 

 

Martin Hanson
Treasurer
Round Lake Property Owners’ Association