Making a Gift of Stock
To make a stock gift, you will need to provide your stock broker with the following account information for transferring securities:
Wells Fargo Advisors, LLC
A/C Name: Trinity Fund-Trinity School
Trinity School tax ID # 13-5563003
To ensure that your gift is properly credited, it is important that we know the type of stock and the number of shares you are donating. Please fill out the form below.
Per IRS regulations, gifts of stock are recognized on the day of transfer into Trinity’s account and valued at the average of the high and low share price on the date of transfer. It is Trinity’s policy to sell securities upon receipt.