Gifts of Stock
Charitable gifts of appreciated stocks, bonds or mutual funds held for more than one year can provide special tax advantages. If you would like to make a gift of stock, please notify Katie Keels (kkeels@tescharlotte.org).
Find below the information your broker will need to handle the transfer. Please ask your broker to include your name in the transfer.
It's imperative that you notify the Advancement Office prior to initiating the transfer.
DTC #8862
Account #7RU 02014
In the name of Trinity Episcopal School
EIN #56-2059568
Contact: Kimberly Estevez
Assistant Vice President
Wealth Management Associate
Merrill Lynch Wealth Management
Bonetto, Martin & Associates
Merrill Lynch, Pierce, Fenner & Smith Inc.
NC1-030-32-01
620 South Tryon Street
Charlotte, NC 28255
T: 704-339-2032 / F:704-837-2712
The Angel Fund
This discretionary fund is used to help Trinity students, families or faculty/staff in times of emergency or extraordinary circumstances. Gifts to the Angel Fund are another way to honor a faculty/staff member or someone special around the holidays.
Please contact Katie Keels with any questions.
Staculty Appreciation Fund
Families can show appreciation for the staculty, in lieu of gifts, at the holidays and the end of the school year. Contributions to this fund will be collected twice a year and equally distributed to staculty (not Senior Administrative Team) at the end of the school year (June paycheck).
Please contact Katie Keels with any questions.
Endowments
Endowed funds are funds given to invest in the future of Trinity. Endowment fund principal is
invested, and the interest generated is then used to provide support for several aspects of Trinity's
mission:
- The Trinity Endowment: Supports the overall mission of Trinity in perpetuity, through
financial support to families and professional development for faculty and staff.
- Faculty and Staff Compensation and Benefits Endowment: Supports efforts to grow faculty
and staff compensation, helping Trinity remain attractive and competitive in the market and
fairly compensating our world class employees.
- Tom Franz Outstanding Teaching and Service Endowment: Provides awards to celebrate and
recognize teachers and staff for their impact on our community each year.