Giving securities is one of the most effective ways to give from a tax planning perspective. Giving publicly traded securities to Trinity Missions that were purchased over a year ago and have increased in value can be an especially attractive way to fund a donation. A donor may benefit from a charitable deduction equal to the value of the securities. In addition to the tax deduction, capital gains tax is not due on gain in the donated securities.
|Information for Electronic Stock Transfer to Trinity Missions|
|Broker Address||Wells Fargo Advisors
2509 South Power Rd., Suite 110
Mesa, AZ 85209
|Broker Telephone||(480) 641-4752 | Lou Pejlovas|
Please contact us via mail, email, fax or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact John T. Butler at 240-235-6833 or via email at firstname.lastname@example.org. The fax number is 301-408-1443. If sending email, you may also use the Contact Us link on the navigation menu.
Thank you for your support of Trinity Missions.