Planned Giving

Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. Trinity may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support Trinity as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

More Information

Contact Us

Kristine N. Howland
Director of Planned Giving
210-999-7697
khowland@trinity.edu

Mike Patterson
Planned Giving Officer
210-999-8452
mpatters@trinity.edu

 

Trinity University
Office of Planned Giving
One Trinity Place
San Antonio, TX 78212

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