Skip Navigation
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 ( 

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.


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.


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 

  • 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.