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Fill out this form to be contacted about an In-kind donation:
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!
Trinity Oaks keeps all referral information strictly confidential and is used solely for our selection processes. This inquiry form is the first step to becoming a Trinity Oaks’ participant - it is not confirmation of eligibility. Your information will be forwarded and you will be contacted by a member of our Trinity Oaks family if we require additional information. Thank you!