Ways to Give – Donate

Below are some of the most common ways to give and support Trident Academy through donations and gifts. No matter how you give, your generosity will make a difference in the life of a child’s education.

Those who make gifts to Trident Academy through their estate plans are acknowledged through membership in the deferred giving society unless they choose to remain anonymous for their gifts.

Cash/Check

Gifts of cash (includes currency and checks) are certainly the most common method of giving. Please make your check out to “Trident Academy” and mail to: Trident Academy, 1455 Wakendaw Road, Mount Pleasant, SC 29464. Gifts of cash are determined to be transferred on the date that they are hand delivered or on the date that they are postmarked.

Credit and Debit Card Gifts

Rather than making a cash gift, you may wish to make your gift by credit or debit card. Whether they are annual giving contributions, capital campaign pledge payments, etc., gifts made by credit card also enable the cardholder to receive any other benefits provided by the card company, such as frequent flyer miles. Trident Academy accepts gifts made with American Express, Discover, MasterCard, and VISA credit cards, as well as your debit/bank card.

Electronic Funds Transfer

You may wish to arrange for your gift to be deducted from your bank account on a monthly basis. This is a convenient way for the donor to make a gift on a regular schedule without having to receive reminders. Please contact Trident Academy to have a form e-mailed to you or to have a hard copy put in the mail.

Matching Gifts

Many companies will match the contributions that employees (possibly even retired employees or spouses) make to philanthropic and educational groups recognized by the IRS. You can double – sometimes triple – your gift through matching gift programs. Check with your company’s personnel or human resource office about their matching gift program. Please note that matching gifts do not increase your charitable deduction, but they are used to determine your total giving to the school.

Pledge

Rather than making a cash gift, you may wish to pledge your contribution over a few years. Generally, pledge periods for specific campaigns range from three to five years. Download pledge form.

Memorial and Honorary Gifts

Gifts may be made in memory or in honor of an alumnus/alumna, family member, faculty or staff, friend, or student. When a memorial or honorary gift is received, Trident Academy notifies the next of kin or the honoree and the gift is administered as the donor specifies. Please provide us with the names and addresses of those you wish to be notified. If you have any questions, please call the Advancement Office.

Stock Transfer

Thank you for considering a gift of stock to Trident Academy. We truly appreciate your generous support. Please call the Advancement Office to request our account information and stock transfer procedures.
Important: Please notify the Advancement Office once you have ordered the stock transfer. When properly notified, we will be able to monitor the account to make sure the transfer is completed correctly, in a timely manner, and designated in accordance with your wishes.

Gifts in Kind

Trident Academy welcomes donations that are appropriate to educational programs or upcoming events and activities. Gifts in kind must be evaluated by the school’s administration prior to donation. Gift value is determined by the donor through an independent appraisal or a record of purchase.

Real Estate

A gift of real estate will allow you to make a significant contribution to Trident Academy and will provide considerable savings in capital gains tax due upon the sale of appreciated property, along with a charitable deduction. Please contact the Advancement Office to discuss making a gift of real estate.

Bequests

The information below is not intended as tax or legal advice. Please consult your financial advisor or tax attorney. The suggested forms for bequests are to serve as general information and should be rewritten and adapted to the donor’s specific purposes and conditions by the donor’s attorney. Click here to download Confirmation of Deferred Gift Form.

Thank you for considering a bequest to Trident Academy. A gift by will benefits the school and may provide estate tax savings. The gift may consist of cash, securities, real or personal property. It may be made outright or in trust.

There are three basic types of bequest — a specific bequest; a residual bequest, which leaves the remainder of one’s estate after debts, taxes, expenses, and other bequests; and a contingent bequest, which provides for a contingent beneficiary if one’s first-named beneficiaries do not survive. Sample will language for each type follows:

  1. Specific Bequest
    “I give, devise and bequeath all my right, title, and interest in and to (describe the specific property – real estate, personal property, securities, IRAs, other) to:
    – or –
    “I give, devise and bequeath (insert dollar amount or percent of estate) to:
    Trident Academy, a not-for-profit corporation organized and existing under the laws of the State of South Carolina and having a campus in Mt. Pleasant, South Carolina.”
  2. Residual Bequest
    “I give, devise and bequeath my residuary estate, which is all the rest, residue, and remainder of my property, real and personal of every kind and description and wherever located (including all legacies and devises that may for any reason fail to take effect), belonging to me at the time of my death or subject to my disposal by will, to Trident Academy, a not-for-profit corporation organized and existing under the laws of the State of South Carolina and having a campus in Mt. Pleasant, South Carolina.”
  3. Contingent Bequest
    “If the above-named beneficiary predeceases me, then I give, devise and bequeath such amounts or property absolutely to Trident Academy, a not-for-profit corporation organized and existing under the laws of the State of South Carolina and having a campus in Mt. Pleasant, South Carolina.

Bequest Intent and Suggested Language
The following language should be used to describe the intent of an unrestricted bequest, to be used for the greatest needs of the school:

“Said (describe specific property, or insert dollar amount or percentage) is to be placed in The General Fund to benefit Trident Academy.”

The following language should be used to describe the specific intent of a designated bequest, to ensure that all parties involved in the bequest clearly understand the donor’s intent.

“Said (describe specific property, or insert dollar amount or percentage) is to be placed in (name of designated fund) to benefit Trident Academy. The (insert name of fund is to be used in accordance with the gift instructions on file with Trident Academy.”

The Benefit of Written Gift Instructions

Having a signed document detailing the donor’s instructions and Trident Academy’s acceptance of those instructions, on file with the organization gives the donor the flexibility of modifying the donor’s purpose without the necessity of rewriting the donor’s will. Most donors find this provision attractive. Please let us know if you wish to designate your gift and we will work with you to record your instructions in an Addendum to our Confirmation of Deferred Gift Form.