Gifts of Securities

Securities (stocks, bonds and mutual funds) are an attractive means of giving as they often provide a greater tax benefit than a gift of cash.

Appreciated securities held more than 12 months are deductible from the donor’s taxable income at their fair market value, without the donor paying capital gains tax on the appreciated portion of the gift.

Gifts of securities are valued at the average of the high and low market prices on the date of transfer.

Transferring publicly-traded stock, bonds or mutual funds to Linfield College is simple and straightforward. To make a gift of securities to Linfield the following options are available:

Transfer the securities to Linfield’s broker at:
E Trade Financial
800. 825. 5723
Linfield College Account Number: 57560421 DTC# 0385

Before you transfer securities, please read!

When transferring investments to Linfield College, please notify Craig Haisch, director of planned giving, beforehand by email or at 503-883-2675 to assure efficient handling, appropriate computation of the market value and recognition of the gift.