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Ways to Give 

There are many ways to support First Unitarian Society and to act as good stewards of the wonderful community that we all enjoy. Please follow the links below for information about different areas of stewardship. If you are not able to find what you are looking for, please contact Tracy Grade via email or (608) 233-9774.

FUS is a 501(c)(3) non-profit organization, so your donations are tax-deductible to the full extent allowed by law. We are able to accept donations and payments by cash, check, credit card, and securities transfers.

Securities transfers

If you want to transfer shares of stock or other securities to FUS, there are a few things you will need to know.

It is crucial that you contact Tracy Grade in advance to let her know what type of security you are transferring, the quantity, and how you want it to be credited. This is very important, because we have no other way of knowing the source of a securities transfer.

You will also need the following account information to make the transfer:

TD Ameritrade
DTC #0188
First Unitarian Society of Madison
Account #786-618108

This is all information that you will need to provide to your broker or representative. That person should also send a written notice, at the time of the transfer, to:
Tracy Grade, First Unitarian Society, 900 University Bay Drive, Madison, WI 53705.

Transfers of mutual funds are often more difficult for FUS to accept than a transfer of individual stocks. Some mutual funds cannot be accepted at all. Those that can be transferred can take longer than expected. To find out if shares of a specific mutual fund can be transferred to FUS, please supply us with both the ticker symbol and the CUSIP number in advance so we can verify that the transfer will be successful.

Thank you for your generosity.

View our Privacy Policy here.

‘Select to Connect’ is an FUS program made up of simple events donated by members, friends, parishioners, staff, and people like you. [more]
If you’d like to make a stock gift as part of your annual pledge, or for a restricted gift, please contact our COO to let him know. [more]