Donate to ARC Community Services

Donate Stock & Mutual Funds

Donating appreciated stock or mutual funds is a powerful way to support ARC Community Services while maximizing your tax benefits.

How to Donate Stock

ARC Community Services accepts stock, bond, and mutual fund donations through its brokerage account:

Brokerage: Fidelity
Account Name: ARC Community Services
Account Number: Z40535828
DTC Number: 0226
Tax ID (EIN): 51-0163796

Please email sshores@arccommserv.com to notify us of your gift so we can thank you and provide a tax receipt.

Give from Your IRA (Qualified Charitable Distributions - QCDs)

How to Make a QCD

Contact your IRA financial institution and request a Qualified Charitable Distribution using:

Organization: ARC Community Services, Inc.
Address: 2001 W. Beltline Hwy, #102, Madison, WI 53713
Tax ID (EIN): 51-0163796

If you are age 70½ or older, you can donate directly from your IRA and potentially exclude the gift from your taxable income.
Key Benefits:

• Donate up to $111,000 annually (2026 limit)
• Satisfy your Required Minimum Distribution (RMD)
• No need to itemize deductions
• May help reduce:
  - Medicare Premiums
  - Taxable Social Security income

Example:

If your RMD is $50,000 and you donate $10,000:

• Only $40,000 is generally taxable
• The $10,000 donation is excluded from income

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Important Rules

• You must already be 70½ or older
• Gifts must come from an IRA (not a 401(k) or 403(b))
• Notify your tax preparer and/or track your total QCD amount
• The gift must be completed by December 31 to count for that tax year

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Important Note

Please consult your tax advisor or financial planner before making a charitable gift. This information is provided for educational purposes only and is not intended as tax or financial advice.