Story Medical Foundation
The Story County Medical Center Endowment Foundation encourages, accepts and manages gifts to the medical center. In addition, the Foundation is responsible for managing grants from public and private sources given to Story County Medical Center and the Story County Medical Center Endowment Foundation.
The Foundation makes every effort to assure appropriate acknowledgment for all levels of giving, in accordance with the Foundation policies and procedures, as well as the donor's intention.
Your charitable gift is an investment in your community and in yourself. The joy of giving expresses your concern and involvement in the success of the medical center.
Learn About Our Senior Care Campaign
Making a Difference in Your Community
Your charitable gift is an investment in your community and in yourself. Your giving expresses your commitment to serving your community and those in most need.
Types of Gifts
Anyone can give to the Foundation. Gifts are never too big or too small and come in many forms.
Types of gifts include:
- Bequests - through a will or other form of estate plan, a deferred gift can express an appreciation beyond current means.
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Beneficiary - designating the foundation as a beneficiary of a retirement plan, life insurance, an annuity, or a will, is a way to allow your gift to go beyond your lifetime.
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Cash - always an acceptable donation in any amount.
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Charitable Trust - various trusts can be used to extend the value to the donor and the foundation.
- Endow Iowa Credit - donors to a community foundation may receive a state tax credit equal to 25% of the gifts. The maximum tax credit is $100,000. Tax credits through this program can be claimed by individuals, businesses or financial institutions.
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Gifts of Grain - Gifting grain directly to the Story County Medical Center Endowment Foundation (rather than selling the grain and making a gift from the proceeds) may provide significant tax savings.
- Honorariums - gifts are often given in honor of another living friend, family member or community who has touched your life. It's a concrete way to say, "thank you."
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Memorials - many list the foundation as the recipient of memorials after the death of a loved one.
- Property - this can include a gift of securities, insurance policies, and real estate. In a rural community it is quite common to include the medical center as a recipient of farm property.
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Securities - stocks, bonds and mutual funds can be donated.
As a 501(c) non-profit organization, gifts to the Story County Medical Center Endowment Foundation can provide many tax-saving opportunities. These can be discussed in more detail with your attorney or tax advisor.
Making a Gift
All gifts are deeply appreciated and significant. Please contact Liz Zuercher by calling (515) 382-7728 or by EMAIL with any questions or concerns.
Board of Directors
Story Medical Foundation Board
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Tricia Crain, President |
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Robbie Anderson, Secretary/Treasurer
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Mark Cahill, Vice President
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Gaylan Scofield, Story Medical Board of Trustees Chair |
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Brian Bappe, Member-at-Large
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Jim Frevert, Member-at-Large |
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Dan Johnson, Member-at-Large |
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Michelle Cassabaum, Member-at-Large |