Holy Trinity: An Episcopal School is a special place to be! This community pours into students, guiding them with love and support as they grow into “The Best You!” Holy Trinity tuition covers 80% of our annual program expenses, allowing us to maintain facilities, cover fixed costs, and compensate our beloved teachers.
Community gifts made to the Annual Fund for Excellence help to close the remaining 20% gap, aiding with improving academic programming and integrating new resources that support our students’ holistic learning experience.
Below, we invite you to make a donation to our Annual Fund. All gifts, large or small, leave a lasting impact on our community. We are thankful for your support.
Donations to the Holy Trinity Annual Fund each year help cover everyday, ongoing operational costs not covered by tuition. These expenses include employee salaries, facility rentals and maintenance, utilities, office supplies, and other overhead costs.
The Annual Fund facilitates a well-rounded program that includes exceptional courses of study, outstanding fine arts and athletic offerings, and essential professional development opportunities for faculty and staff. It also augments financial aid, keeps tuition affordable, and maintains an admirable student/teacher ratio.
Partners in the Community are organizations, corporations and businesses who sponsor our school on an on-going basis. If you have questions or are interested in sponsoring our efforts, please contact the Development Office at (301)464.3215 or email development@htrinity.org. Together we can make a significant impact!
5% of their Harris Teeter brand purchases will be contributed by Harris Teeter to Holy Trinity’s account.
The account number for HOLY TRINITY EPISCOPAL SCHOOL is 4319.
Planned giving offers donors a role in the school’s future. The gifts not only benefit Holy Trinity, but they also help individuals and families fulfill their financial and philanthropic goals.
Planned gifts include:
Year-End Gift Savvy: Year-end charitable gifts provide much needed support for Holy Trinity School and may produce tax savings.
Peggy Reiber Fund for Professional Excellence: In recognition of more than 25 years of service to the families, students, faculty, and staff at Holy Trinity, the Board of Trustees established the Peggy Reiber Fund for Professional Excellence. This endowment fund supports professional development programs for our faculty and staff.
By timing your charitable gifts before Dec. 31, you will see a tax break for that year if you itemize deductions on your income tax return. Here are several strategies for resourceful year-end giving.
Write a check: We always appreciate gifts we can put to immediate use.
Charge your credit card: A fast and easy way to make year-end gifts is simply to give online and make an outright gift with your credit card.
Contribute appreciated securities that you have held for more than one year: You can claim deductions for their full fair market values and avoid any tax on their appreciation.
Prepay a pledge: Either the entire amount or an upcoming installment.
Invest in a life income plan that provides you with payments for the rest of your life and ultimately benefits the charitable organization. If you use long-term appreciated securities to fund the plan, you will be entitled to an income tax deduction based on the charitable portion of the securities’ full value, in addition to avoiding capital gains taxes on that portion.
Give collectibles, artwork and other tangible personal property: If we use the property in a way related to our tax-exempt function, you will receive a tax deduction for the fair market value. Donate an insurance policy. A life insurance policy you no longer need makes a perfect year-end gift. To qualify as a gift, the charitable organization must become the owner of the policy.
Be Aware of Gift Dates
The gift date, or the date used for tax purposes, is the day you relinquish control of the asset. Depending on the asset used for the gift or your method of giving, certain rules govern the gift date.
Checks: The postmark date is the date of the gift, assuming the check is mailed, or the date the check is hand delivered.
Credit cards: The day the charge is authorized is considered the gift date.
Pledges: Pledges are deductible in the year they are fulfilled, not in the year they are made.
Securities: If the securities are electronically transferred to the charitable organization, the gift date is the day the securities enter the organization’s account. For hand-delivered securities, the day they are received by the charitable organization or its broker is the date of the gift. To mail securities, it is important to send, by registered or certified mail, the unsigned certificates in a separate envelope from the signed stock power and letter of intent. The gift date is the postmarked date of the later of the two mailed envelopes. Stock market fluctuations after the date of delivery will not affect your charitable deduction.
Real estate: The gift date is the day the organization receives the signed deed if hand delivered, otherwise the postmark is the date of the gift if the deed is mailed. If your state law requires recording of the deed to fulfill the title, then the date of recording is the gift date.
If you would like to discuss your gift with us, please reach out to our Development Coordinator Danielle Rochester at drochester@htrinity.org or 301-464-3215.