As a member in good standing at Holy Innocents’ Episcopal Church, it is our hope that your family will make a financial commitment to the church in the form of an annual pledge.  It is through these gifts that the Church is able to continue the mission and ministry of the Parish.  All gifts received in the Church Office are recorded on a family’s contribution record.  Each quarter, statements are mailed to you that list all your contributions for that period.  At the end of each year, you will receive a detailed listing of all contributions made to the church which allows you to claim a charitable tax contribution. 

If you have any questions about the pledge process or inquiries about the use of offering envelopes please contact Jeanne Reichmann at 404-255-4023, ext. 9411.

Stock Contributions

You may want to consider donating stock to fulfill your pledge. Gifts of stock can provide donors with a double tax benefit. First, you are able to claim a charitable donation on the current amount of the donated stock not just the amount you originally paid for it. Second, you do not pay taxes on the appreciated value of the stock. This can be quite a tax advantage even with the recent volatility of the stock market. The greater the amount of appreciation, the more capital gains tax the shareholder will face if the stock is sold. This tax is avoided if it is donated to the church. 

How to Make a Stock Donation To The Church

1. Give this information to your broker:

The Holy Innocents' account information is:
Brokerage: Smith Barney Citigroup

Contact: Liz Carpio, 404-459-3821
liz.carpio@smithbarney.com
Fax : 404-459-3838

Hl Account Number: 404-37342-11 DTC Number: 0418

The financial administrator needs to know the name of the stock, number of shares traded for follow up with the broker and any special instructions for allocation of your gift. (i.e. your annual pledge, capital campaign, next year’s pledge, etc).

Your broker will make the transfer. You will be credited the average of the high and low for the day the stock is transferred into the Church account.

A follow up letter will be sent to you stating the stock sold, the number of shares and how it was applied to your pledge. This will be for income tax purposes.

Special Gifts and Endowments

For information about special gifts or endowments please consult the Support HIEC page.

I hope this helps. If you have any questions, please do not hesitate to contact me for clarification.

Susan Farrell
Financial Administrator, Holy Innocents' Episcopal Church