Gifts of Stock

Stock gifts are a financially savvy, mutually beneficial way to make a tax-deductible gift free from capital gains. If you own stocks or mutual funds that have increased in value over a year or more, you can maximize your support of LAMF while realizing important benefits for yourself.

When you make a direct transfer of appreciated securities to a registered 501(c)(3) nonprofit, like LAMF, you can reduce or even eliminate capital gains taxes, and you may benefit from an income tax deduction as well. We receive the full value of your gift, allowing you to maximize your impact on the programs you care about.

Please fill out the brief form below to initiate your gift.

Notify us of your stock gift.

Questions?

Contact Daniel Meyers, Development Director, at (319) 269-3598 or daniel@lakesareamusic.org

Make a Gift of Stock

"*" indicates required fields

Name*

Email*

Phone*

Address

Gift Information

Name of Brokerage*

Name of Security*

Ticker Symbol

Number of Shares

Have you owned these stocks for a year or more?

Yes

You receive the greatest tax benefit on appreciated stock that you've owned for a year or more.

Have these stocks increased in value?

Yes

What date do you plan to transfer the stock?

Transfers must be completed by December 31 to be claimed on your current year's tax return.

Additional comments/questions:

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