CONTRIBUTION INSTRUCTIONS

When making a contribution to the Bradley Impact Fund, please carefully follow instructions according to the asset type. Prior to making a contribution, or for more information, assistance, or questions, please email donorservices@bradleyimpactfund.org or call (414) 291-2500.

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Check

 

Donor Action Needed

Complete this form and return to the address below with a check made payable to Bradley Impact Fund:
Bradley Impact Fund
1400 N. Water Street, Suite 300
Milwaukee, WI 53202

 

Timing

Checks are processed upon receipt.

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ACH/Electronic Funds Transfer

Donor Action Needed

Donor should provide this information to the sending institution:
Bank: Wells Fargo Bank, N.A.
City: Milwaukee
State: WI
Account number: 1513116879
Routing number: 075911988

To ensure funds are allocated according to your intent, please email donorservices@bradleyimpactfund.org or call (414) 291-2500. Or, to establish a recurring ACH withdrawal, complete this form and return to donorservices@bradleyimpactfund.org.

 

Timing

Transfers typically take one business day, depending on the close time of the sending institution. 

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Wire Transfer

Donor Action Needed

Donor should provide this information to the sending institution:
Bank: Wells Fargo Bank, N.A.
Address: 420 Montgomery Street,
San Francisco, CA 94104
Account number: 1513116879
Routing number: 121000248

To ensure funds are allocated according to your intent, please email donorservices@bradleyimpactfund.org or call (414) 291-2500.  

 

Timing

Wire transfers occur immediately within the sending financial institution’s timeframe. 

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Publicly Traded Stock and Bond Transfers

Donor Action Needed

Donor should initiate a transfer request to the firm holding the securities, and include Bradley Impact Fund’s information:


Name of Account: Bradley Impact Fund, Inc.
Account number: 2862-5996
DTC Number: 0141 (Wells Fargo Clearing Services, LLC)

To ensure funds are allocated according to your intent, please email donorservices@bradleyimpactfund.org or call (414) 291-2500.

 

Timing

Processing times can vary but securities typically will transfer in 2-3 days once initiated. It is recommended to initiate transfer two weeks prior to wanting to make grants with funds.

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Credit Card or PayPal

Donor Action Needed

Click here to access our form to give via Credit Card or Paypal Donation.

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Mutual Fund

Donor Action Needed

Donor should contact their broker to determine whether funds are closed-end or open-end. You may wish to provide your broker with this form. Prior to transferring, many institutions require paperwork that includes custom information that would be provided by the Bradley Impact Fund. Please provide us with a contact at your financial institution by emailing donorservices@bradleyimpactfund.org or calling (414) 291-2500.

To contribute closed-end mutual funds provide instructions to transferring firm, this may involve paperwork from firm:

Name of Account: Bradley Impact Fund, Inc.
Account number: 2862-5996
DTC Number: 0141 (Wells Fargo Clearing Services, LLC)

To ensure appropriate credit, please call Bradley Impact Fund at (414) 291-2500 to notify of gift.

To contribute open-end mutual funds, donor should contact Bradley Impact Fund by emailing donorservices@bradleyimpactfund.org or calling (414) 291-2500 prior to initiating transfer with brokerage. This process requires we provide individualized information to the financial institution

 

Timing

Processing times can vary but typically will take two weeks for closed-end mutual funds and up to four weeks for open-end mutual funds. To ensure proper processing we suggest initiating this request one month prior to wanting to make any grants with the funds.

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Corporate Contributions, Donor-Advised Funds, & Community Foundations

Donor Action Needed

Donor should provide EIN 45-4678325 for the Bradley Impact Fund and follow instructions provided here for appropriate asset type.

 

Timing

Timing required for processing is dependent on the processes of the institution sending the funds and on the asset type being contributed.

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Complex Assets Including: Private Company Stock, Real Estate, Private Equity, etc.

Donor Action Needed

Donor should discuss specific requirements with the Bradley Impact Fund by emailing donorservices@bradleyimpactfund.org or calling (414) 291-2500.

 

Timing

Timing required for processing is dependent on the asset type and processes required to assess, transfer, and liquidate that asset as appropriate. 

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IRA Contribution

Donor Action Needed

Qualified Charitable Distributions (QCD) may be made to a board-directed Issue Fund or to support our programs and events. Please contact the Bradley Impact Fund by emailing donorservices@bradleyimpactfund.org or calling (414) 291-2500 to discuss.  Please note that any distribution from your IRA account to a donor-advised account is not a QCD for tax purposes. However, your account can be a beneficiary of all or a percentage of your IRA.

 

Timing

Timing required for processing is dependent on the processes of the institution sending the funds and on the method of contribution.

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Cryptocurrency

Donor Action Needed

As a donor-advised fund committed to meet the giving needs of our members, the Bradley Impact Fund accepts a wide array of cryptocurrencies. Donating cryptocurrency is a non-taxable event, meaning you do not owe capital gains tax on the appreciated amount and can deduct it on your taxes. This makes Bitcoin, Ethereum and other cryptocurrency donations a tax-efficient ways to support your favorite cause.

Click here to make your crypto donation to the Bradley Impact Fund. Your donation will be directed based on the donor notes you include in The Giving Block donation widget on the following page. 

 

Timing

Contributions are processed upon receipt of proceeds.