Planned Giving
Stock Transfer Intention Form
It's simple to make a gift of stock to Indian River State College Foundation!
We will receive basic information about your intentions, so we can lend any assistance and credit your gift when it arrives.
Steps:
- Fill this form out and we will contact you.
- Make sure you contact your broker to initiate the actual transfer.
Notes:
- Our office can help you walk through the possibilities for gift designations.
- For security reasons, we do not ask for your account number over the Internet.
Create a Lasting Legacy
Philanthropic planning is a powerful mechanism for meeting personal estate planning objectives while making a meaningful impact on the College’s initiatives and mission. At Indian River State College, we welcome the opportunity to work with estate planners to ensure that your clients find the charitable arrangements that best meet their needs.
Estate-planning options can achieve significant tax benefits while furthering a client’s philanthropic goals:
- Gifts through a will or trust
- Charitable trusts and gift annuities
- Donation of stocks and mutual funds
If your client has already included or intends to include Indian River State College in their will or estate plan, or if you would like someone from IRSC Institutional Advancement to contact you to discuss how to support IRSC as part of their estate planning strategy, please contact us.
