Stock Gifts
The Foundation encourages Episcopalians to be responsible stewards of their resources. This may well include making gifts of appreciated stock to congregations and other Episcopal institutions in Colorado. Stock gifts of appreciated stock are an excellent way to complete one's annual pledge or to make a special gift to your church.
The Foundation completed stock transactions for the benefit of congregations and other Episcopal institutions in Colorado, as follows, in the last four years:
| Year | # of Transactions | Total |
|---|---|---|
| 2009 | 65 | $ 450,810.00 |
| 2008 | 62 | $ 408,000 |
| 2007 | 86 | $ 1,062,485 |
| 2006 | 55 | $ 406,000 |
These forms are required to make stock gifts:
- Designation Letter for ALL stock donations (electronic & certificates)
- Irrevocable Stock or Bond Power (certificates only)
For more information on Stock Gifts, contact Scott Asper, Finance Director, at 303.534.6778 or scott@coef.org.
For Stock Gifts forms, click here.