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Planned Giving :: What to Give

Gifts of Stocks and Bonds
A gift of your securities, including stocks or bonds, can be an easy way to make a gift.

Gifts of Real Estate
A gift of real property (such as your home, vacation property, vacant land, farmland or ranch or commercial property) can make an excellent gift.

Gifts of Retirement Assets
A gift of your retirement assets (IRA, 401(k), pension or other tax deferred plan) is a great way to make a gift.

Gifts of Cash
A gift of cash is a simple and easy way to make a gift. You will receive a charitable tax deduction letter which may provide you with savings on this year's tax return.

Gifts of Insurance
A gift of your insurance policy is an excellent way to make a gift to support EPI.

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* Please consult your personal advisors regarding tax consequences and terms of any will, trust or annuity agreement as well as the advisability of the gift.

For more information about planned giving, please contact us:

Katie Slade, Communications & Development Director:
Katie.Slade@episervice.org, (319) 232-6671

Chris Sparks, Executive Director:
Chris.Sparks@episervice.org, (319) 232-6671