An independent elementary school located in Atlanta, serving children ages three through Sixth Grade since 1951.
Planned Giving

Planned Giving

Planned Giving

List of 5 items.

Gifts of Stock or Appreciated Securities

Gift of Appreciated Securities Diagram

How It Works

  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Trinity School.
  • Trinity sells your securities and uses the proceeds for our programs.

Benefits

  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
  • You pay no capital gains tax on the transfer when the stock is sold.
  • Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.

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