Holy Trinity Fund

List of 8 frequently asked questions.

• Donate Online

  Simply click the secure link: Donate Online.

• Mail a Check

  Make your check payable to Holy Trinity Episcopal Academy and send to:

  Holy Trinity Episcopal Academy
  Advancement Office
  5625 Holy Trinity Drive
  Melbourne, FL 32940

• Have Your Corporation Match Your Gift

  Many employers offer corporate matching gifts when their employees contribute to charitable organizations, including L3HARRIS, Northrop Grumman, Bank of America, Wells Fargo, Boeing, FPL and Publix. Corporate matching gifts are an excellent way to multiply the impact of your gift to Holy Trinity. Ask your employer if they offer matching gifts.
  
  Known Matching Gift Employers:
  

   

  Company	Minimum Gift	Maximum Gift
  AG Edwards	$25	$5,000
  Agilent Technologies	$100	$20,000
  Allstate	$25	$5,000
  Amerigas Propane, Inc.	$10	$1,000
  Bank of America Corporation	$25	$5,000
  Boeing	$25	$6,000
  Florida Power & Light	$50	$10,000
  General Electric	$25	$50,000
  Harris Corporation	$10	$10,000
  Lockheed Martin	$25	$10,000
  McDonalds	$50	$10,000
  Merrill Lynch	$25	$5,000
  Morgan Stanley	$50	$1,000
  Northrop Grumman	$50	$1,000
  Publix	$25	$5,000
  Raytheon	$25	$5,000
  SAIC	$100	$1,000
  State Farm	$25	$3,000
  United Space Aliance	$25	$10,000
  Walt Disney Company	$25	$15,000
  Wells Fargo	$25	$5,000

• Give a Gift of Stock or Securities

  A gift of appreciated securities (stocks, bonds, or mutual fund shares) is frequently the most advantageous way to make a gift. Your broker/financial advisor may electronically transfer ownership of the securities to Holy Trinity’s account at Merrill Lynch. Please notify the Advancement Office of your intent to give a gift of appreciated securities or if you have any questions or need additional instructions.
  
  Merrill Lynch

  DTC #: 8862
  Account Name: Holy Trinity Episcopal Academy
  Account #: 2su 04002
  School Tax ID: 59-0823947
  
  Matthew Kucera, CRPC
  Senior Vice President - Wealth Management Advisor

  NMLS ID 521903

  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  FL9-823-01-00
  8240 Devereux Drive, Suite 103
  Melbourne, FL 32940
  321-757-8022
  matthew_kucera@ml.com

• Give a Gift In-Kind

  A gift in-kind is a non-cash tangible gift or a gift of service. Some may choose to donate various items or equipment that may be useful to Holy Trinity, including exercise equipment, food, landscaping services or event specific items. All in-kind gifts may be coordinated with the Advancement Office.

• Include Holy Trinity in your Estate Plan

  Has Holy Trinity impacted your life or the life of a family member? Why not honor this impact by leaving a legacy to our school? Through planned giving, you can fulfill your philanthropic wishes in coordination with your overall financial and estate planning. Whether remembering the school in your will, establishing an income-producing gift, or giving appreciated stock or life insurance, your legacy gift can ensure that Holy Trinity will continue to impact the lives of future generations.

• Create an Endowment or Scholarship Fund

  When you create an endowment, your gift will generate revenue for your chosen cause, program or department for years to come. Naming a scholarship is a great way to honor your loved ones while supporting a deserving student’s education. These unique investments help provide long term financial security for the school and a tax advantage for you. For information about naming an endowment or scholarship fund, please contact the Advancement Office. 

• Give a Gift of Real Estate

  When you give Holy Trinity a gift of real estate, you may qualify for a tax deduction and/or minimize or eliminate your capital gains tax. For more information about giving a gift of real estate, please contact the Advancement Office.