Trinity School has been blessed to be able to count on parents and grandparents, alumni and parents of alumni, trustees, faculty, staff, and friends to invest in its students through the Trinity Fund Annual Campaign. Learn More
Trinity School accepts gifts of securities, and stock transfers can be applied to pledge payments. Gifs of appreciated securities offer tax advantages to the donor and are straightforward to arrange.
Instructions for Making a Gift of Stock
To transfer stock or mutual funds, please contact Kobi Lincoln 432-697-3281 or email@example.com with the name of the stock and the number of shares to be transferred. This notification is the only way the School is able to identify the donor.
Organization Information required to complete transfer: Name of Broker: RBC Wealth Management Broker DTC: 0235 Name on the account: Trinity School Endowment Corp Account number: 316-29657 Trinity School Employer Identification Number/Federal Tax Identification: 750995808
Please send a confirmation email to Kobi Lincoln at firstname.lastname@example.org with the following information:
Trinity School accepts gifts in honor or in memory of an individual. Honor/Memoriam gifts may be made through the Trinity Fund, restricted to an existing fund, or designated as unrestricted. All unrestricted honor/memoriam gifts will be designated as general operating income.
Honor/memoriam gifts will be recognized in the “Honor/Memory” section of the Report on Giving reflecting the fiscal year in which the gift was made. Additionally, the family of the memorialized or the individual who is being honored will receive notification from the Advancement Office that a gift was made in their memory or honor. Please specify those who should receive notification.
Many companies sponsor matching gifts for charitable contributions made by their employees. Gifts from retirees and spouses may also qualify for a match. Taking advantage of these programs may double a gift to Trinity School.