Other Ways to Give

 In Fundraising Event, Partner Events

Other Ways to Give

 

To Estate Planning

to-estate-planning-1

Fill out this form to be contacted about an In-kind donation:

Other Ways to Give

Gifts of Stock

Gifts of stock can be a tax-smart way to give because you may be able to avoid capital gains tax on appreciated securities. Your tax advisor will be able to guide you in the most tax-efficient way to support Trinity Oaks. Please let us know if you have any questions!

To donate stock to Trinity Oaks, initiate the transfer with your broker or advisor by providing them with the details below:
Trinity Oaks’ Broker: Stone Oak Wealth Management, LLC
Clearing House: TD Ameritrade (DTC #0188)
The type of stock and amount that you wish to donate

Once your broker has initiated the transfer, please notify Marisa about the gift and include the type of stock and estimated value. This will allow us to identify the gift and properly acknowledge your generous donation. Thank you!

Want to Explore Other Tax-Smart Giving Options?

There are many strategic ways to give that can provide greater tax efficiency and increase your impact. Contact us for more information.

Recent Posts

Leave a Comment

Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Not readable? Change text. captcha txt

Start typing and press Enter to search