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Planned Giving

Appreciated Securities




How It Works

You transfer securities to Scattergood

Scattergood sells your securities and uses the proceeds for its programs.

Benefits

  • You receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the securities you donate.
  • You can direct your gift to a specific fund or purpose.
  • You can have the satisfaction of making a significant gift now or funding a life-income gift that benefits Scattergood later.

More


To learn more about gifts of appreciated securities, Email us, complete the Information Request form, or call us at 319-643-7621 so that we can assist you.

Margie Figgins '83
Email Margie here
Director of Development