Holy Trinity Episcopal Foundation, Inc.
PO Box 357399
Gainesville, FL 32635-7996
P: (352) 372-4721
F: (352) 505-5954
hlward@htefgnv.org

 

Making A Gift

Charitable giving, and particularly religious giving, should be a joyful and fulfilling experience. The knowledge that through your financial gift you are accomplishing Christ’s work in our community brings with it an incomparable feeling of gratitude. Returning God’s gifts to God’s use is the fundamental act of worship. It is vitally important that you be able to trust that your gift is being put to the highest and best use.

When you consider making a financial gift to the Holy Trinity Episcopal Foundation, Inc., you can be assured that the funds held by the Foundation are managed with the greatest possible care. The Foundation’s finances are audited yearly by regional accounting firm James Moore & Co., P.L. Copies of the most recent audits are available here on this website as are our latest tax returns. Your Foundation always engages the very best of investment professionals whose performance is overseen by Trustees with records of service and dedication to our Parish.

If you are considering making a gift, please contact one of the Foundation Trustees, Executive Director Harvey Ward, or your personal financial representative. If you have already made a decision to give, the Foundation’s legal contact information is as follows:

Holy Trinity Episcopal Foundation, Inc.
Post Office Box 357399
Gainesville, FL 32635-7996

If you and your financial or legal advisors wish to remember the Foundation in your will, please feel free to use the sample language below as a guide:

Specific Bequest: I give, devise and bequeath _______________ (insert dollar amount or item of property to be donated) to the Holy Trinity Episcopal Foundation, Inc., or its successor organization, a nonprofit corporation as described in section 501(c)(3) of the Internal Revenue Code with headquarters located at PO Box 357399, Gainesville, FL 32653, to be used for its stated purposes.

Residuary Bequest: I give, devise and bequeath _______________ (insert % amount) of all the rest, residue and remainder of my estate to the Holy Trinity Episcopal Foundation, Inc., or its successor organization, a nonprofit corporation as described in section 501(c)(3) of the Internal Revenue Code with headquarters located at PO Box 357399, Gainesville, FL 32653, to be used for its stated purposes.

Restricted Gift (Specific or Residuary) Bequest: I give, devise and bequeath _______________ (insert dollar amount, item of property or % of residue) to the Holy Trinity Episcopal Foundation, Inc., or its successor organization, a nonprofit corporation as described in section 501(c)(3) of the Internal Revenue Code with headquarters located at PO Box 357399, Gainesville, FL 32653, to be used exclusively [insert restricted use language here].

Contingency Gift: (Takes effect only if a primary intention can’t be met.)
If (name of beneficiary) does not survive me, or shall die during the administration of my estate, or as a result of a common disaster, then I give to the Holy Trinity Episcopal Foundation, Inc., or its successor organization, a nonprofit corporation as described in section 170 (c) of the Internal Revenue Code with headquarters located at PO Box 357399, Gainesville, FL, all of the rest, residue, and remainder of my estate, to be used for its benefit.

Safety Language: (Language added whenever a gift is restricted.)
In the event the purposes of the restriction, in the opinion of the Trustees of the Holy Trinity Episcopal Foundation, Inc., can no longer be served, the Trustees may devote any remaining assets exclusively for charitable purposes that: (a) are within the scope of the charitable purposes of the Foundation (b) most nearly approximate the original purpose of the gift; and (c) benefits charity.

 

FOLLOW US

CONTACT US

  • Holy Trinity Episcopal Foundation, Inc.
  • PO Box 357399
  • Gainesville, FL 32635-7996
  • P: (352) 372-4721
  • F: (352) 505-5954
  • hlward@htefgnv.org