Stock Transfer
Gifts of marketable stocks or mutual fund shares that have increased in value can have an immediate impact on MercyOne North Iowa’s initiatives and create an income tax deduction for you, based on the assets' current value. There are many benefits to donating appreciated stock to support your causes of choice.
We request that you contact us when making a gift of this type so that we can contact our parent company, Trinity Health, and your gift can be properly credited and transferred into our account.
Each time you make a gift of stock, you will receive a letter from MercyOne North Iowa Foundation detailing your gift and confirming a successful transfer. Thank you for considering a gift of stock to MercyOne North Iowa Foundation!