Tax Advantaged Giving
For tax-advantaged ways of giving, consider a donor-advised fund, a direct donation of appreciated securities, or, if you are 70.5 or older, a Qualified Charitable Distribution (QCD) from your IRA. The Donaldson Group has documents on these three options, shown below.
To donate appreciated securities to Trinity, call or email the office, and we will email or mail you the instructions.
As always, check with your tax advisor on these options.
