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*SGO Tax Credit Scholarships are NOT processed through this form.

See below if that is your preferred donation.

Ways to Support Trinity Academy

Give Today
Your support makes a profound difference in advancing the mission of Trinity Academy and shaping the future for our students. Please find a form directly adjacent, which will allow you to give online today. Thank you for your generosity!

Appreciated Stocks and Bonds
Donating appreciated stocks or bonds can provide significant benefits for both you and Trinity Academy. By transferring the stocks or bonds directly to the school, you may avoid paying capital gains taxes while receiving a full charitable deduction for the fair market value of the asset. This allows Trinity Academy to receive the full value of your generous gift as a liquid asset, free from income tax. However, to take advantage of these benefits, it is important that the transfer occurs before the asset is sold—otherwise, the proceeds are treated as a standard cash gift.

Individual Retirement Account (IRA) Charitable Rollover
If you are 70½ years or older, you can make a direct contribution of up to $100,000 annually from your Individual Retirement Account (IRA) to Trinity Academy without counting the distribution as taxable income. This provision, often called a Qualified Charitable Distribution (QCD), can satisfy your required minimum distribution (RMD) while benefiting the school and reducing your taxable income.

Life Insurance Gifts
If you have an existing life insurance policy that no longer fits your financial or family needs, consider naming Trinity Academy as the primary beneficiary. This simple change requires only a beneficiary designation form. Another option is to purchase a new life insurance policy where you remain the insured, but Trinity Academy becomes both the owner and beneficiary. Since the school would own the policy, your premium payments may be structured to provide a charitable deduction, creating a lasting legacy for future generations.

Gifts of Appreciated Real Estate
Gifting appreciated real estate that has been held for over a year can offer tax advantages, including a charitable deduction for the property’s full market value and potential avoidance of capital gains taxes. If the property has been subject to accelerated depreciation, the deduction may be subject to specific rules, making it wise to consult a tax professional to fully understand the potential benefits.

Corporate Matching Gift Programs
Many employers and board memberships offer matching gift programs that can significantly amplify the impact of your contribution to Trinity Academy. If your company provides matching gifts for employee, retiree, or board member contributions, your generosity can be doubled—or even tripled! Reach out to your employer’s human resources or community relations department to explore whether your gift may qualify for matching.

Consult with Your Advisor
Each of these methods of giving provides unique benefits and potential tax advantages. We encourage you to consult with your financial advisor or tax preparer to determine how these options may align with your individual circumstances.

If you have any questions, please email advancement@trinityacademysb.org