| DEVELOPMENT
> GIVING STOCK
Gifts of Appreciated Securities
Appreciated securities-an excellent gift
Your gift of appreciated marketable securities to Wartburg College
is an easy way to gain substantial tax benefits. Most gifts of appreciated
securities that you have held long term (more than one year) are
fully deductible at fair market value, and you do not incur a tax
on unrealized capital gain.
A good time to donate securities
Consider a gift of appreciated securities whenever you prefer not
to incur capital gains tax, such as in these circumstances:
• When you wish to upgrade
your portfolio
• When you wish to donate cash or holdings in your closely
held corporation
• When you wish to increase your cost basis in a stock you
intend to hold
• When you want a higher yield
Ways to donate
appreciated securities
By Phone:
If your broker or bank holds your securities:
1. Instruct your bank or broker to transfer your gift of securities
to Wartburg College electronically. To use an electronic transfer,
ask your broker to call the Wartburg College Department of Advancement
at 319-352-8495 for routing instructions.
OR
2. Write a brief note identifying
yourself (name, address, phone number) and describing the number
of shares, the name(s) of the stock(s), your broker’s name
and phone number, and the purpose to which you wish to direct your
gift. Mail your note on the same day and we’ll contact you
upon receiving your document.
Wartburg College, 100 Wartburg Blvd., Dept. of Advancement, Waverly,
IA 50677
By Mail:
1. Send your unendorsed stock certificate(s) by registered mail
to:
Wartburg College, 100 Wartburg Blvd., Dept. of Advancement, Waverly,
IA 50677
2. In a separate envelope, by regular mail, send to the same address:
a. A signed stock power** (one power for each certificate; complete
the signature block exactly as the stock is registered) and
b. A brief note identifying yourself (name, address, phone number)
and describing the number of shares, the name(s) of the stock(s),
and the purpose to direct your gift.
Mail both envelopes on the same day. The “date of the gift”
is determined by the postmarks. **stock power documents may be obtained
from our office.
By Hand:
1. Bring your unendorsed stock certificate(s) to:
Wartburg College, 100 Wartburg Blvd., Dept. of Advancement, Waverly,
IA 50677
2. Sign a stock power (one power for each certificate; complete
the signature block only and exactly as the stock is registered).
Receive a receipt acknowledging your gift and its purpose. The "date
of gift" is the date you deliver the securities.
3. Bring a brief note identifying yourself (name, address, phone
number) and describing the number of shares, the name(s) of the
stock(s), and the purpose to direct your gift.
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