ONE-TIME GIFTS, RECURRING GIFTS AND PLEDGES
Whether you choose to give a one-time gift, set up regularly scheduled recurring gifts, or wish to make a pledge, your decision to support the mission of Trinity Oaks is an investment in the lives of future generations of Christian leaders.
ESTATE GIFTS - LEAVING A LEGACY
You may want to consider leaving a lasting legacy to Trinity Oaks Christian Academy through your will, trust or life insurance policies. You can also make a meaningful future gift to TOCA while generating income, immediate tax savings and other benefits today.
GIFTS FROM RETIREMENT ACCOUNTS
Retirement plan assets can be a practical source from which to make gifts. Many tax advisors suggest using these funds to make charitable gifts because amounts withdrawn from retirement accounts can be taxable to you and eventually to your heirs if left to them. Giving in this way may result in little or no tax impact when you report the amount withdrawn along with an offsetting charitable deduction.
SECURITIES
Giving securities (stocks, bonds, or mutual funds) that are worth more than they cost can bring additional tax savings. Such gifts are generally deductible for income tax purposes at their full current value if they have been owned for longer than one year. We use Journey Financial to process these transactions. Please contact Katie Haslow khaslow@trinity-oaks.org or 847-462-5971 for further details.