Long-term, appreciated stocks and securities are almost always an excellent way to provide financial support. They can be used to support the Trinity Fund or in establishing planned giving arrangements and provide a double benefit to you -- a current income tax deduction and avoidance of capital gains taxes.
The most popular and most efficient way to transfer securities to Trinity is by electronic transfer. Electronic transfers are performed when your securities are held in your brokerage account or in "Street Name." The procedures for the free delivery and transfer of securities are as follows:
The value of your stock is the mean of the high and low the day it is received in Trinity's account.
If your securities are not held at a broker, then you can either mail or hand deliver the certificates directly to Trinity University.
If mailing, send your unendorsed certificate(s) and a cover letter (including your name, address, and purpose of the gift) in one envelope. In a second envelope, send a signed, medallion signature guaranteed stock power. A stock power form has been provided in PDF format, or one can be obtained from your local bank, along with a medallion signature guarantee.
NOTE: Please DO NOT mail endorsed certificates or an endorsed stock power in the same envelope with a certificate. The securities then become legal tender and can be exchanged by anyone.
Certificates may be given to an Advancement Officer or delivered to the Office of Advancement, One Trinity Place, Northrup 210, San Antonio, TX 78212. A cover letter will need to accompany the certificate(s).
Our mailing address is:
Office of Advancement
One Trinity Place #49
San Antonio, TX 78212-7200