Your Legacy Matters...

Planned Giving

Welcome! We are pleased that you have an interest in learning about the many benefits of making a planned gift. We are ready to help you establish your legacy and have a lasting impact on Coe College. Planned giving can maximize your support for Coe while you achieve your personal financial and philanthropic objectives. If you have any questions about the best way for you to benefit through a planned gift, please contact one of the following members of our Advancement Team.


David Hayes
Vice President for Advancement
319-399-8555
dhayes@coe.edu
Debbie Green
Senior Development Officer
319-399-8592
dgreen@coe.edu
Megan Ruffles
Development Officer
319-399-8612
mruffles@coe.edu

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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Coe College.

Gift of Stock and Bonds
Stocks/Bonds
Coe
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Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

By electronic transfer - Please utilize the following information:
Electronic Transfer Instructions for Gifts & Securities:
DTC Number: 0075 (LPL)
Account Number: 1574-7845
Account Registration: Coe College
Tax Identification #: 42-0686467

So that we can more quickly and efficiently process your gift, please notify Natalie Crall, Gifts and Records Specialist, when you have authorized the transfer of your stock to Coe. Natalie may be contacted at 319.399.8542 or gifts@coe.edu.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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