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Many Ways to Give

Stocks

Stocks

Donating stock, bonds, or mutual funds to Emmanuel is an easy way to support a cause that is important to you. It may also help you save money on your taxes!

Potential advantages:

  • Avoid Capital Gains Tax of 18.8% – 40%
  • Deduct the fair market value of the stock (regardless of your cost basis)
  • Have greater impact by letting Emmanuel keep the proceeds that would have gone to the IRS

Ready to Donate?

  • Provide your broker with the following information to make an electronic transfer
    Our broker: NATIONAL FINANCIAL SERVICES

    Account Name: EMMANUEL PRESBYTERIAN CHURCH

    Receiving Account Number: Z4θ5θ3795

    Receiving DTC Number: θ226

Return
Inform the Office Manager of the number of shares and stock symbol transferred
Emmanuel will mail you a letter acknowledging the amount of the donation.

Making a gift from your IRA:

Qualified charitable distributions
If your age is 70 1/2 or older, you can easily use your IRA to support the causes that are important to you by making a Qualified Charitable Distribution (QCD) from your account. And if you take an annual Required Minimum Distribution (RMD), a QCD will count as part of that distribution. (An individual can transfer up to $100,000 to charities in a calendar year)
Ready to donate?
Simply contact your plan administrator and provide the following information to begin the process of giving to Emmanuel. 


Emmanuel Presbyterian Church

588 Camino Manzanas

Thousand Oaks, CA 91360

EIN 95-3161958

Your administrator will send your gift directly to Emmanuel. If you want your distribution check to be credited toward the current tax year and/or fulfill your RMD, it is critical that your administrator send the check in time for it to be received by Emmanuel and to clear your account before Dec. 31.


A QCD is a direct transfer of funds from your IRA custodian, payable to a qualified charity. QCDs can be counted toward satisfying your required minimum distributions (RMDs) for the year, as long as certain rules are met.


In addition to the benefits of giving to charity, a QCD excludes the amount donated from taxable income, which is unlike regular withdraws from an IRA. Keeping your taxable income lower may reduce the impact to certain tax credits and deductions, including Social Security and Medicare. Also, QCDs don’t require that you itemize, which due to the recent tax law changes, means you may decide to take advantage of the higher standard deduction, but still use a QCD for charitable giving.

IRA

Donor Advised Fund (DAF)

Donor Advised Fund (DAF)

A Donor Advised Fund (DAF) is a centralized vehicle for charitable giving that makes it easy for donors to dedicate funds to support their favorite nonprofit organizations. It also provides an operationally convenient and tax-efficient method for donors to manage their charitable giving.

With a DAF, charitably inclined individuals, families, and businesses make an irrevocable gift to the public charity that sponsors a donor-advised fund program and may take an immediate tax deduction. Donors can then recommend grants over time to IRS-qualified 501(c)(3) public charities. DAFs also allow donors to approach their charitable giving thoughtfully by involving other family members or colleagues in their philanthropic decisions. Most DAFs accept donations of long-term appreciated securities and other assets, and donors can advise how the funds are invested, which could potentially allow tax-free growth, and could result in more money for your charity.

Your financial adviser can assist you in establishing a donor-advised fund and with any specific fund related questions.

Planned Giving

Beneficiary Designation:
Making a gift through beneficiary designation –
A beneficiary designation gift is a simple and affordable way to support the causes important to you. You can designate us as a beneficiary of a retirement, investment, or bank account as well as a donor-advised fund or your life insurance policy. To designate a beneficiary gift, contact your retirement plan administrator, insurance company, or financial institution for a new beneficiary designation form. Complete it with the names of your beneficiaries and return the complete form.
Estate Planning:
Making a gift in your will or trust:
A bequest, or gift in a will or trust, is one of the easiest ways to support the causes that are important to you. A bequest is generally a revocable gift, which means it can be changed or modified at any time. You can designate Emmanuel to receive a specific amount or asset, or a percentage of the value of your estate or trust. If you already have a will or trust, your financial advisor can help you update it to include Emmanuel with a codicil or addendum.

Planned Giving