Ways to Give

In addition to cash and credit card, TES accepts gifts of:

Securities/Stock Gifts

Charitable gifts of appreciated stocks, bonds or mutual funds held for more than one year can provide special tax advantages. You are eligible to claim a charitable tax deduction for the full fair market value of securities donated and will never have to pay capital gains taxes on the appreciation. Securities held less than one year also may be donated but the deduction is limited to the lesser cost basis or market value. Check with your financial advisor for more information.

The simplest way to transfer securities is to have your broker contact Trinity Episcopal School’s Advancement Office at 704. 358. 8101. The School will relay its wishes to sell immediately all stocks or bonds, which are transferred into the School’s name. The broker then sends the proceeds from the sale directly to Trinity. A gift of securities is considered complete when the shares are received in the School’s account.

You may instruct your broker to deliver securities to Trinity’s account using the information below. Ask your broker to include your name on the “memo” line of the stock transaction order. In addition, please notify the Advancement Office of the anticipated date of transfer and the name and number of shares being transferred, so we can properly credit and recognize you for your gift. We will confirm with you when the securities are received. You may legally claim the average of the high and low on the day the securities are transferred into the Trinity account.

Deliver to: Merrill Lynch Wealth Management
DTC# 5198
Account # 7RU 02014
In the name of Trinity Episcopal School, EIN# 56-2059568

Contact: Susan Imel
Merrill Lynch, Pierce, Fenner & Smith Inc.
NC1-002-01-24

101 South Tryon Street
Charlotte, NC 28255
Phone: 980. 387. 9627
Fax: 980. 275. 5130

Please contact Vanessa Shelton Stolen, Director of Advancement, at 704. 358. 8101, ext. 264, or Cindy Grier, Advancement Office assistant, with any questions.