Other Ways of Giving to Epiphany
By check
Please make your check payable to Epiphany School and mail it to:
Epiphany School
154 Centre Street
Dorchester, MA 02124
By credit card
Please phone in credit card information (Visa, MasterCard, American Express) to our Development office at 617-326-0425 x203.
By Planned Giving
If you are interested in including Epiphany in your estate planning, please contact Epiphany's Development Office at 617-326-0425 x203 or e-mail us at info@epiphanyschool.com.
By securities
Please call Charles Farrington directly at (800) 225-2383, ext. 9243.
The Gift of Securities
Tax Advantages
By making a gift of long-term appreciated securities (held by you for more than one year) to Epiphany School, you can avoid the capital gains taxes that you would incur if you sold the securities. Your income tax deduction is equal to the fair market value of the securities at the time of your gift. Your deduction is generally limited to 30% of your adjusted gross income for that year; however, you may carry over excess contributions for up to five additional years.
Valuation
The effective date of a gift of securities is the date that you give instructions to your bank or broker or the postmarked date on a mailed certificate. The value of your gift is based on the mean between the high and low quotations at the end of the trading day on which you relinquish control of your securities.
By check
Please make your check payable to Epiphany School and mail it to:
Epiphany School
154 Centre Street
Dorchester, MA 02124
By credit card
Please phone in credit card information (Visa, MasterCard, American Express) to our Development office at 617-326-0425 x203.
By Planned Giving
If you are interested in including Epiphany in your estate planning, please contact Epiphany's Development Office at 617-326-0425 x203 or e-mail us at info@epiphanyschool.com.
By securities
Please call Charles Farrington directly at (800) 225-2383, ext. 9243.
The Gift of Securities
Tax Advantages
By making a gift of long-term appreciated securities (held by you for more than one year) to Epiphany School, you can avoid the capital gains taxes that you would incur if you sold the securities. Your income tax deduction is equal to the fair market value of the securities at the time of your gift. Your deduction is generally limited to 30% of your adjusted gross income for that year; however, you may carry over excess contributions for up to five additional years.
Valuation
The effective date of a gift of securities is the date that you give instructions to your bank or broker or the postmarked date on a mailed certificate. The value of your gift is based on the mean between the high and low quotations at the end of the trading day on which you relinquish control of your securities.
