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Trinity Planned Giving

Appreciated Securities

Click Here for Detailed Explanation



How It Works

You transfer securities to Trinity School.

Trinity sells your securities and uses the proceeds for its programs.

Benefits

  • You receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.

  • You pay no capital gains tax on the securities you donate.

  • You can direct your gift to a specific fund or purpose.

  • You can have the satisfaction of making a significant gift now or funding a life-income gift that benefits Trinity later.

More

For more information

If you are considering a gift of appreciated securities, email us, complete the personal illustration form, or call us at 212-932-6859.






139 West 91st Street
New York, NY 10024-1399
Main Switchboard 212.873.1650
Voice Mail System 212.932.6997
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