Stock and Bonds
Gifts of appreciated securities, such as stocks and bonds, are a tax-efficient way to support The Episcopal Church in Wyoming. These contributions can help you avoid capital gains taxes while making a significant impact on our mission.
Bring the whole tithe into the storehouse, that there may be food in my house. Test me in this," says the Lord Almighty, "and see if I will not throw open the floodgates of heaven and pour out so much blessing that there will not be room enough to store it.
(Malachi 3:10)
Make a Difference with Stocks and Bonds
When you donate appreciated stocks or bonds that you have held for more than one year, you may receive a charitable deduction for the full fair market value of the asset and avoid paying capital gains taxes on the appreciation. This allows you to make a larger gift at a lower cost to yourself.
Securities can be used to support The Episcopal Church in Wyoming in several ways:
Outright Gift: Donate securities directly to the church, providing immediate support for our mission.
Transfer on Death (TOD) Account: Designate The Episcopal Church in Wyoming as the beneficiary of your brokerage or investment account.
Legacy Giving: Include securities in your will or living trust to benefit the church after your lifetime.
How to Fund Your Gift:
Stocks
Bonds
Mutual Funds
Closely Held Stock
Giving in Action
Next Steps
Seek the advice of your financial or legal advisor.
If you include The Foundation in your plans, please use our legal name and federal tax ID.
Legal name: The Foundation for the Episcopal Diocese of Wyoming
Federal tax ID number: 83-0322442
The information on this website was accurate at the time of posting. However, it is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.