Tax Advantaged Giving
For tax advantaged ways of giving, consider a donor-advised fund, direct donation of appreciated securities, or, if you are 70.5 or older, a Qualified Charitable Distribution. There are documents from the Donaldson Group about donor-advised funds and QCDs. To donate appreciated securities to Trinity, call or email the office, and we will email or put the instructions on how to transfer appreciated securities in the mail. As always, check with your tax advisor on these options. Here are links to more information on both of these options:
