Support birds and habitat across southern Wisconsin

Your generosity ensures the long-term protection of southern Wisconsin’s birds, habitats, and ecosystems. There are several ways to make a meaningful impact today, and create a legacy that endures for generations.

 

Give From Your IRA (Qualified Charitable Distribution)

If you are age 70½ or older, you may direct a gift from your Individual Retirement Account (IRA) to Southern Wisconsin Bird Alliance without recognizing the distribution as taxable income. A Qualified Charitable Distribution (QCD) allows you to support the permanent stewardship of birds and habitats in a tax-efficient manner.


Why Consider a QCD?

  • Tax efficiency: Your gift may be excluded from taxable income.

  • Satisfies required minimum distributions: If you are age 73 or older, your gift may count toward your RMD.

  • Lasting conservation impact: Supports strategic land protection, habitat restoration, environmental education, and advocacy.

  • Direct transfer: Funds move directly from your IRA custodian to Southern Wisconsin Bird Alliance.

Eligibility & Guidelines

  • Must be 70½ or older at the time of the distribution.

  • Must transfer directly from your IRA custodian.

  • Gift must be outright (no goods or services received).

  • Annual QCD limit: Up to $100,000 per individual (consult your advisor regarding IRS limits).

  • May satisfy part or all of your RMD for the year.


Information for Your IRA Administrator

Legal Name: Southern Wisconsin Bird Alliance
Address: 211 S. Paterson St., Suite 340, Madison, WI 53703
Federal Tax ID (EIN): 39-1393389
Tax Status: 501(c)(3) Public Charity


How to Make Your Gift

  1. Contact your IRA administrator to request a QCD.

  2. Provide the organization information above.

  3. Ask that your name and address accompany the transfer.

  4. Notify us of your gift so we may properly acknowledge your generosity.

 

Give a Gift of stock

Gifts of stock are a tax-efficient way to support Southern Wisconsin Bird Alliance while creating a lasting conservation legacy. Donating appreciated securities allows you to support habitat protection, restoration, environmental education, and advocacy, and may provide favorable tax benefits.

How to Donate Stock

  1. Contact your broker or financial advisor.

  2. Provide them with the following information:
    Stockbroker: Charles Schwab
    DTC Number: 0164
    Internal Account #: Please call 608-255-2473
    Interested Party A/C #: Southern Wisconsin Bird Alliance
    Federal Tax ID (EIN): 39-1393389

  3. Notify us of your gift so we can properly acknowledge it.

Note: Southern Wisconsin Bird Alliance is our legal name. Gifts listed as “Madison Audubon Society” or the updated Bird Alliance name will still be received. Donated shares are sold upon receipt in accordance with our current financial practices. 

 

Leave a Lasting Legacy

Whether through IRA distributions, gifts of stock, or other planned giving methods, your generosity ensures the conservation of birds and habitats for generations to come. To learn more or join our Kestrel Legacy Circle, our dedicated Planned Giving program, click here.

 

Questions? 

For confidential, no pressure assistance or to discuss the best giving option for your situation, please contact:

Kady Davis
Director of Development
Phone: 608-255-2473 ext. 5
Email: kdavis@swibirds.org

Banner photo by Curt Caslavka. The sun rises behind the bur oak overlooking the water at Goose Pond Sanctuary.

 
 
 
Donate today!