Marketable securities which have appreciated in value may be donated at current market value and receive the income tax charitable deduction. In addition, such property can be given and avoid appreciated property capital gains taxes. Consult your attorney or financial advisor for additional information. Bonds or Stocks are sold as they are received. The value of the gift is set at the mean value of the stock on the date of gift.
Real property donated is sold as soon as possible.
Insurance policies are a great way to give a large gift for a small investment. We encourage the inclusion of Historic Trinity Endowment Funds in your Will. Planned or Deferred gifts can provide income to you and your loved ones while assuring the future of our church.