Q & A on giving gifts other than cash
Trinity is a growing, vitally healthy church but we have set a vision and created goals to do even greater things for the benefit of all God’s children. In order to achieve our vision, we have asked members to consider making planned gifts that can truly make a difference. Such “stretch” gifts typically include gifts of stock, bonds, real estate, IRAs/retirement funds, and life insurance policies. These types of gifts can be given at any time – including upon death.
Some questions you may want to know more about include:
What is Trinity’s gift acceptance policy?
It is our policy to accept most gifts (as described above), if the gift meets the needs of the church. The Board of Trustees reserves the right to accept or reject gifts based on specific criteria governing the type of gift. For example, we will accept most gifts of publicly-traded stocks, but not privately-held securities. Follow this link to read the church’s entire Fundraising Policy and Procedure Manual.
How can I make a gift of securities?
The church has a brokerage account set up at Morgan Stanley in DeLand. Gifts of securities are typically handled through electronic transfer. Click here to download a document outlining the information you will need to take to your broker and the process to follow. Please inform the Pastor, Planned Giving Team leader or a trustee of your intentions so that your gift will be expected, and the process will move expeditiously.
How can I establish a legacy for Trinity from my estate?
Trinity now has a wonderful program called The Legacy Society to which any member can join simply by informing the Pastor, Planned Giving Team leader or a trustee that they have intentions to leave a gift to Trinity through their will or estate plan. The type of gift or amount does not have to be declared. NOTE: Due to reasons of conflict of interest, church leaders cannot directly aid you in making this important decision; however, we can provide you with general information. Please see your legal and/or financial advisers for specific information on how to make an estate gift. Leaving a Legacy for the Future is a short article on this topic.
What are plans for Trinity’s building campaign?
Praise God! Our successful Step Out in Faith capital campaign raised nearly $1.3 million in cash and pledges for our new church building, to be constructed on our Plymouth Avenue property. We are now finalizing all plans and hope to break ground very soon. All members and friends of Trinity are asked to bathe this effort in prayer. Want to help? Read this brief article on Giving to our Building and Endowment Funds then contact Anita Campbell, Planned Giving Team Leader.
How can I give a gift to Trinity from my IRA?
Thanks to Congress, anyone age 70 1/2 or over can contribute make a gift from their IRA to Trinity without penalty and for which you will receive a tax-exemption. For more information on how to do this, review this helpful document then contact Anita Campbell, Planned Giving Team Leader.