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. You can also visit this list of known matching gift employers.
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.
DTC #: 5198 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 firstname.lastname@example.org
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.
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.
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.
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.