Donate Appreciated Securities Holy Trinity Greek Orthodox Church

Donate Appreciated Securities


Please consider appreciated securities and mutual funds that have been held more than one year, as a way to support Holy Trinity Greek Orthodox Churc.  Donating securities or mutual funds offers you the ability to support our work while realizing important benefits for yourself.

When you donate appreciated securities or assets, such as, mutual funds, you have held more than one year to us in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.


*Please consult your professional legal or tax advisor when preparing estate plans. Staff and volunteers of Holy Trinity Greek Orthodox Church cannot provide legal or tax advice.*


To donate appreciated securities or assets mutual funds, please contact the Church Office: at 727-799-4605 or email: