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Planned Giving at Inglis

Gifts of Appreciated Assets

Turn Investments into Lasting Impact 

When you donate appreciated stocks, bonds, or mutual fund shares to Inglis, you make a powerful gift that can change lives — often with significant tax advantages. 
 
By giving directly from your investments, you can avoid capital gains tax and may be eligible for a charitable deduction, while helping Inglis empower people with disabilities to live independently and fully. 

How It Works 

  1. You transfer appreciated assets (such as publicly traded stock, bonds, or mutual fund shares) directly to Inglis rather than selling them. 

  1. You may receive an immediate charitable deduction for the fair market value of the assets. 

  1. You may also avoid capital gains taxes that would have applied if you sold the securities. 

  1. Inglis sells the assets and applies the proceeds to support life-changing programs — accessible housing, assistive technology, and person-centered care. 

Simple Steps to Make Your Gift 

Making a gift of appreciated assets is easy — and we’re here to help every step of the way. 

  • Notify your broker of your intention to donate appreciated assets to Inglis and share the following contact information: 

    Jessica Scipione 
    Director of Individual Giving 
    Phone: (267) 635-2541 
    Email: jessica.scipione@inglis.org 

  • Once your broker initiates the transfer, please let us know the date and approximate value so we can properly credit and acknowledge your gift. 

Download Instructions for You and Your Broker 

For complete transfer details — including DTC information and step-by-step brokerage instructions — please download our printable reference guide: 

How to Make a Gift of Appreciated Assets 

This document includes all required account information and contacts to ensure a smooth transfer. 

Questions or Ready to Begin? 

We’d be happy to speak with you or your financial advisor about your plans. 
Your generosity helps Inglis continue to build a future where every person — regardless of physical ability — can live life to the fullest. 

Contact:

Jessica Scipione 
Director of Individual Giving 
(267) 635-2541
jessica.scipione@inglis.org