Give Securities

Donating stocks, bonds, mutual fund shares, and other appreciated securities to Episcopal Impact Fund is simple and can offer you valuable financial benefits.

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Gifts of securities can be more beneficial than giving the cash from the sale of the security. Gifts of appreciated securities avoid capital gains taxes, can allow for an income tax deduction for the full amount of the gift, and provide Episcopal Impact Fund with the benefit of the full value of your gift.

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You can donate securities such as stocks, bonds, or mutual fund shares to Episcopal Impact Fund by contacting your broker and giving them this information:

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Delivery to:

DTC #0062

Vanguard

For credit to Account# 64941172

Account name: Episcopal Impact Fund

 

Financial institutions provide minimal information on securities transfers, so please let us know you have made this gift by completing and returning our Gift Notification Letter to development@episcopalimpact.org or mail it to:

 

Episcopal Impact Fund
1055 Taylor Street
San Francisco, CA 94108