Epic-Cure®

A planned gift lets you support Epic-Cure's work for years to come, often with significant tax benefits for you and your family. The options below are a summary. Please consult your tax, legal or financial advisor about your own situation, and contact us to talk through your gift.

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GIFTS OF CASH OR STOCK

Give cash or publicly traded securities today. You receive an immediate income tax deduction and, for stock held more than a year, avoid capital gains tax. Your gift goes to work right away.

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DONOR-ADVISED FUNDS

Recommend a grant to Epic-Cure Inc. (EIN 83-2912083) from your donor-advised fund through your fund's sponsor.

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CHARITABLE BEQUEST

Name Epic-Cure in your will or living trust to receive a portion of your estate. You keep full control of your assets during your lifetime, and your estate receives a tax deduction for the gift.

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RETIREMENT PLAN ASSETS

Name Epic-Cure as a beneficiary of an IRA, 401(k) or similar account. Epic-Cure receives the proceeds free of income tax, the gift passes outside probate, and you remain the owner during your lifetime.

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BENEFICIARY DESIGNATIONS

Name Epic-Cure as a beneficiary of a life insurance policy, annuity, bank or investment account, or business interest. The asset passes outside probate and out of your taxable estate, and you keep full access to it during your lifetime.

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CHARITABLE GIFT ANNUITY

Give cash or securities and receive fixed payments for life, for yourself and, if you choose, someone else. Part of your gift is deductible, part of each payment is tax-free, and capital gains tax is reduced when you give appreciated stock. A gift annuity may be funded once with a qualified charitable distribution from an IRA of up to $55,000.

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LIFE INSURANCE

Name Epic-Cure as owner and beneficiary of a life insurance policy to arrange a large future gift now. A policy transferred during your lifetime may qualify for an income tax deduction for its cash value, and the death benefit is removed from your taxable estate.

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CHARITABLE REMAINDER TRUST

Place cash, stock or real estate in an irrevocable trust that pays you, and others you choose, for life or a term of years. The remainder then goes to Epic-Cure. You receive an immediate tax deduction for part of the gift, and the trust assets are not subject to estate tax.

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To discuss a planned gift, or for stock and donor-advised fund transfer instructions, please email support@epic-cure.org or call (904) 458-7145. Epic-Cure Inc. is a 501(c)(3) public charity, EIN 83-2912083. This summary is general information, not tax or legal advice.