When you contribute to Trinity-Pawling School, you change lives. Each and every gift represents an opportunity — a chance for more learning, growth, awareness, and success for our students and school community. Your generosity is the catalyst to countless journeys of self-discovery and its impact is profound. Make a gift today...change a life forever.
- Monthly Gift
- IRA Charitable Rollover
- Wire Transfer
- Gift of Securities
- Corporate Matching Gift
To make a monthly gift, choose the “Monthly” tab on our online giving platform.
Why give monthly?
- It’s budget-friendly: choose the monthly donation that will fit your wallet.
- It’s easy: simply fill out the form once and you’re all set!
- It’s eco friendly: once you make your gift, no more solicitations will be sent to you, just two yearly impact statements!
The IRA Charitable Rollover provides you with an excellent opportunity to make a gift during your lifetime from an asset that would be subject to multiple levels of taxation if it remained in your taxable estate. An IRA charitable distribution is a terrific way to make a gift to Trinity-Pawling School. If you are 70½ years or older, any amount up to $100,000 can be distributed tax-free from your Individual Retirement Account (IRA). If you make your gift by or before December 31, the amount of your gift can count toward your required minimum distribution (RMD) for that calendar year.
How it works:
- You must be 70½ or older at the time of distribution.
- You may distribute any amount up to $100,000 in a calendar year to Trinity-Pawling.
- Your IRA administrator must make the distribution directly to Trinity-Pawling, or you may write a check payable to Trinity-Pawling from your IRA checkbook.
Please note: Certain restrictions apply and requirements* must be followed when making this type of gift. If you have questions, please contact Colleen Dealy at 845-855-4831. Before proceeding, you should also consult with your tax advisor to discuss your particular situation including any impact of your state’s tax laws.
Transfers must be made directly from a traditional IRA account to Trinity-Pawling School. Funds that are withdrawn by you and then contributed will not qualify.
If you plan to wire a gift, please contact Janet Hubbard in the Office of Advancement at 845-855-4830 for instructions.
Please note: the date of the gift is the date the cash is deposited in the School’s bank account.
Securities, such as stocks and bonds, can be used to make a charitable gift to Trinity-Pawling School. The gift valuation date for gifts of securities is the date the securities are deposited to the Trinity-Pawling School account at M&T Securities and are thereby placed under the School’s control. The valuation of a gift of securities is calculated by averaging the high and low quoted selling prices for those securities as of the gift valuation date.
How it Works
Your broker can transfer gifts of stock to Trinity-Pawling with the following information:
Call M&T Securities (1-800-724-7788) to advise them of the type of stock and approximate value, including the name of the donor.
- DTC #0443
- Trinity-Pawling Account Number: AZD-182392
- Trinity-Pawling School Tax ID Number: #14-1601551
- M&T Securities: 180 Route 22, Pawling, NY 12564
After your broker transfers the stock to M&T Securities, please notify Janet Hubbard in the Advancement Office by phone 845-855-4830 with the type of stock, approximate value, and intended designation.
If your company (currently employed or retired), your spouse’s company, or a corporate board that you are a member of has a matching gift program, having your gift to Trinity-Pawling School matched is easy:
- Contact the company’s Human Resources department to see if you are eligible for a matching gift.
- Obtain forms from the company (often available on your company’s internal portal).
- Mail the completed forms to:
Office of Advancement
700 Route 22
Pawling, NY 12564
I like to give back to a school that treated me so well and made me who I am today. Some of my best times from childhood were at Trinity-Pawling and I’m so grateful for the experiences.
Joe Alex ’96