Steps to Give:
1. Contact your financial institution with the amount or securities to transfer
2. Contact our broker: Brad Haley (Truist) at Brad.Haley@Truist.com or (239) 985-7669
3. Notify Aimee Brown, Business Director, at (239) 597-3464 x200 or aimee.brown@covenantnaples.com with your fund allocation instructions
Support Covenant through a tax-efficient grant from your Donor-Advised Fund.
Provide your fund administrator with:
• Legal Name: Covenant Presbyterian Church of Naples Inc
• Tax ID (EIN): 59-1098689
• Address: 6926 Trail Blvd, Naples, FL 34108
• Phone: (239) 597-3464 x200
• Email: aimee.brown@covenantnaples.com
Please notify Aimee Brown of your gift and any desired fund allocation.
Note: DAF grants cannot be exchanged for goods or services and will be receipted by the sponsoring organization.
If you are age 70½ or older, you can make a Qualified Charitable Distribution (QCD) directly from your IRA to Covenant.
To initiate a QCD, provide your IRA custodian with:
Payable to:
Covenant Presbyterian Church of Naples Inc
6926 Trail Blvd
Naples, FL 34108
Tax ID (EIN): 59-1098689
Checks must be payable to the church and received by December 31 to count for the current tax year.
Please notify Aimee Brown of your gift and any desired fund allocation.