Planned Giving

In addition to monetary donations, the following are ways you can donate to Trinity Cafe:

Appreciated Securities
Gifts of appreciated securities (stocks, bonds, and mutual funds) may allow you a deduction for the current market value on the date of the gift and potentially avoid capital gains tax.

To make a gift, please notify your broker as follows:

Please accept this letter as authorization to gift ________________ shares of __________________________________ to Trinity Cafe, Inc. and deliver the shares as follows:

Instructions for transfer of marketable securities to the Community Foundation of Tampa Bay
Securities may be transferred to:

Charles Schwab
4830 West Kennedy Boulevard
Suite # 140
Tampa, Florida 33609
813-636-1300
Account # 7185-7612
DTC # 0164

Upon initiating the transfer of securities, please notify Kory Burkley of the following:
• Brokerage firm from which the securities will be transferred
• Security name and number of shares being transferred

Notification to Kory Burkley may be made by means of:
• Telephone call – to 813-609-4854
• E-mail to kburkley@cftampabay.org

Instructions for transfer of cash to the Community Foundation of Tampa Bay

Recipient bank is Wells Fargo, to credit of Community Foundation of Tampa Bay for deposit into
account number 2000028886327.

For ACH transfer: routing number is 063107513
For Wire transfer: routing number is 121000248
Chips ID: 0407
Swift ID: WFBIUS6S

Real Estate
Gifts of real estate will allow you to receive the maximum tax deduction allowed by law, bypass capital gains tax, provide you an opportunity to establish a gift that provides an income for life, and make a significant donation.

Bequests (Wills & Trusts)
One simple way to help is to name the Trinity Cafe as a beneficiary in your will. You can leave a lasting and highly meaningful legacy. A bequest provision in your will or trust will allow you to make a major gift to our ministry without reducing your current income.

Foundation Grants
Arrange a grant from a foundation or organization you are affiliated with.

Life Insurance
By designating Trinity Cafe as beneficiary of your policy, you can make a gift to our ministry. Or, transfer the ownership of the cash value of a life insurance policy.

Charitable Gift Annuities
A charitable gift annuity can provide payments to you for life and then support Trinity Cafe. Deferred gift annuities allow the option to make the gift today and receive the annuity later in life.

Charitable Remainder Trusts
These gifts allow you to make a substantial gift and receive income from the trust.

Memorials and Honorariums
Gifts may be made to Trinity Cafe in memory or in honor of a special person in your life. Your tax or legal advisors should be consulted to assist you in this approach to giving.

Learn more about options that are best for your situation by contacting our development chair, Blain Sanford. He may be e-mailed at blain@strategiscpa.com or by phone at 813-931-2551 ext. 108.

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