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Other Opportunities to Give

We are delighted that you want to make a gift of appreciated stock to West End Presbyterian Church. It not only serves the church but also provides tax benefits to you.

To complete your gift, please follow the instructions below.

1. Transfer the shares to the following account for West End Presbyterian Church:
Raymond James & Associates, Inc.
DTC # 0725
Account Number: 832VN443
WEPC Tax ID: 54-1678374
Broker: Joe Brockman
5820 Patterson Avenue, Richmond, VA 23226
Phone Number: (804) 225-1182
Email: joe.brockman@raymondjames.com

Note: Please ask your broker to include your name with the stock transfer so that we can identify your gift.

2. Contact West End Presbyterian Church (WEPC)
Please email WEPC’s Finance Administrator, AmyCaroline Wilks, and let her know that a stock transfer has been initiated and the intended purpose of the incoming gift (i.e. General, Deacon Mercy Ministry, etc.).

NOTE: It is the policy of West End Presbyterian Church to convert all stock gifts to cash upon receipt. Upon receipt of the cash proceeds from Raymond James, the donor will receive a letter of acknowledgement from West End Presbyterian Church for tax purposes.

When you give to West End Presbyterian Church through your IRA, it is possible to support WEPC and save on taxes using a Qualified Charitable Distribution (QCD).

Why consider this type of gift?

  • Your gift supports the church’s ministry, worship and work.
  • The amount you give directly from your IRA to WEPC can be used to satisfy part or all of any required minimum distribution (RMD) for that IRA.
  • You pay no income taxes on the gift. The direct transfer to WEPC generates neither taxable income nor a tax deduction. You benefit regardless of whether you itemize your deductions.
  • If giving directly to WEPC from your IRA, your annual income can be reduced which can positively affect your Medicare premiums and Social Security taxes.


Who can give in this way?
Donors 70 ½ or older: You can give amount per year from your IRA directly to a qualified charitable organization. Since WEPC is a qualified 501(c)(3), you would not pay income taxes on the distribution. Gifts of any value $108,000 (for 2025) or less per donor are eligible for this benefit. (This popular gift option is commonly known as an “IRA charitable rollover” or “qualified charitable distribution” (QCD).

Anyone at any age: You can designate WEPC as the beneficiary of all or a percentage of your IRA which will pass to us tax-free after your lifetime. All you need to do is contact your IRA administrator for a change-of-beneficiary form. You might also be able to download the form from your provider’s website.

Next Steps for Beneficiary Designation

  1. Seek the advice of your financial or legal advisor about this gift option.
  2. Please email WEPC’s Finance Administrator, AmyCaroline Wilks, and let her know of your intention to make WEPC a beneficiary. In this way, we can be aware and help ensure that your intention is followed. We would also love the opportunity to express our gratitude for your generosity!
  3. Here’s the information you will need in order to include WEPC as a beneficiary:

    Legal Name: West End Presbyterian Church
    Legal Address: 9008 Quioccasin Road, Henrico, VA 23229
    Federal Tax ID: 54-1678374
    Birthday: October 10, 1993

You may consider naming West End Presbyterian Church as a beneficiary in your will or living trust. This type of gift helps WEPC’s mission continue into the future. No other planned gift is as simple to make or as easy to change, should you ever need the assets during your lifetime.

A bequest may be right for you if:

  1. You want to make a gift to WEPC.
  2. You want the flexibility to change your mind.
  3. You want continued access to your wealth, should you need it.
  4. You are concerned about outliving your resource.


Next Steps for Beneficiary Designation

  1. Seek the advice of your financial or legal advisor about this gift option.
  2. Please email WEPC’s Finance Administrator, AmyCaroline Wilks, and let her know of your intention to make WEPC a beneficiary. In this way, we can be aware and help ensure that your intention is followed. We would also love the opportunity to express our gratitude for your generosity!
  3. Here’s the information you will need in order to include WEPC as a beneficiary:
    Legal Name: West End Presbyterian Church
    Legal Address: 9008 Quioccasin Road, Henrico, VA 23229
    Federal Tax ID: 54-1678374
    Sample verbiage: “I give to West End Presbyterian Church, a 501 (c)(3) currently located at 9008 Quioccasin Road, Henrico, VA 23229, or its successor thereto, ___________________________ [written amount or percentage of the estate] for its unrestricted charitable use and purpose.”

You can give a gift to West End Presbyterian Church using various financial tools and instruments. On any of the below, you can make WEPC a beneficiary of your account at the end of your lifetime, by either a fixed amount or account balance percentage.

  • IRA or Qualified Retirement Plans (e.g. 401(k), 403(b), 457)
  • Brokerage Investment accounts by adding a Transfer on Death (TOD) designation
  • Life Insurance policies and Annuity Contracts
  • Bank Accounts and Certificates of Deposit by adding a Payment on Death (POD) designation


Next Steps for Beneficiary Designation

  1. Seek the advice of your financial or legal advisor about this gift option.
  2. Contact the administrator of your retirement plan, insurance policy, or banking institution to request a change-of-beneficiary designation form or download it from their website.
  3. Once step #2 is completed above, please email WEPC’s Finance Administrator, AmyCaroline Wilks, and let her know of your intention to make WEPC a beneficiary. In this way, we can be aware and help ensure that your intention is followed. We would also love the opportunity to express our gratitude for your generosity!
  4. Here’s the information you will need in order to include WEPC as a beneficiary:
    Legal Name: West End Presbyterian Church
    Legal Address: 9008 Quioccasin Road, Henrico, VA 23229
    Federal Tax ID: 54-1678374
    Birthday: October 10, 1993