Other Ways to Give

Securities

Giving stocks whose value has appreciated both helps Epiphany and helps with your own tax bill.

If you itemize deductions, you are credited with the full market value of the securities on the date of donation, just as with a cash donation. If, instead, you had sold the securities and then donated the cash, you would owe capital gains tax on the gain in value.

For stock, mutual funds, and IRA contributions, contact Chinn Eap for instructions.

PLANNED GIVING

Please consider Epiphany with a bequest in your will. You also may wish to consider a Charitable Remainder Trust, which allows you to continue to draw income from securities which have been bequeathed to the Church. See your financial advisor to discuss whether this approach makes sense for you.