GIFTS
By donating appreciated assets—such as stocks, bonds, or mutual funds—directly to your Episcopal parish for regular pledging or as a one-time gift, you can increase the power of your generosity while potentially reducing your tax liability.
There are many ways to support Episcopal-affiliated organizations within the Diocese of Pennsylvania, including annual gifts, multi-year pledges, and planned gifts. Planned giving isn’t just for the wealthy—it’s for everyone who believes in sustaining the Church’s mission and financial health for future generations.
BENEFITS
- Potentially reduce your tax liability by donating appreciated assets such as stocks, bonds, or mutual funds.
- Fuel the mission and ministry of your parish or Episcopal charity
Type of Gifts
- Cash
- Stocks
- Bonds
- Mutual Funds
HOW DOES IT WORK?
Fill out the online Gift Clearing Form below for The Church Foundation as directed on the form. Fill out the PDF version and send to the donor broker.
After the donor’s broker receives the Gift Clearing Form and makes the trade, the shares will be transferred to The Church Foundation gift clearing account. The assets are sold immediately, and a check for the trade amount will be sent directly to the designated beneficiary (ACH payments or deposits directly into the Consolidated Fund for the benefit of the beneficiary are also available). The Church Foundation then sends confirmation of the transaction and an acknowledgement letter to the donor, with a copy to the beneficiary.
