Resources

Episcopal Charities of Southeast Florida recommends
that you seek appropriate professional legal, tax and financial advice
before finalizing any planned gift.

Bequests & Wills

The simplest way to make a planned gift is by naming your parish or other Episcopal ministry in your will. A bequest is a meaningful way to support our work without affecting your cash flow during your lifetime. Your attorney can include it when you prepare or revise your will or you can add a codicil at any time.  Form available, click here.

Gifting of Securities Form

To make a gift, please submit your completed Gifting of Securities Form at least 72 hours prior to contacting your stock broker.  Form available, click here.

IRA Charitable Rollover Gift Form

The IRA Charitable Rollover provision of the Internal Revenue Service Code Section 408(d)(8) allows individuals who have reached age 70 1⁄2 to make qualified charitable distribution, or QCD, gifts of up to $100,000 per calendar year directly from IRAs to qualified charitable organizations. QCDs can satisfy all or part of the IRA owner’s required minimum distribution and avoid treatment of the distribution as taxable income.

For the form to initiate a QCD from your IRA to the Episcopal Charities of Southeast Florida, click here.

Partners in Grace Online Giving

Episcopal Charities Grant Applications

EC Basic Human Needs Grant Application Instructions:
This two-year cycle for 2019/20 is closed. The 2021/22 cycle will be available in Spring 2020.

EC Small and Companion Grants Instructions:
Click here for instructions or click here to fill out and submit online.

How to Write and Submit a Successful Grant:
Click here for pdf or click here for video.

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