School Year 2020/2021
Ways Of Giving
We recognise that giving to Trinity requires a partnership between school and donor, which matches the needs and aspirations of both in a relationship of mutual trust and respect. These are qualities which are central to our long-standing ethos and approach, and donors are assured that their generosity will be treated with sensitivity, gratitude and respect. There are various ways in which you can make a donation or pledge to the Trinity Bursary Fund and we hope that you can find one suitable to your circumstances.
Single and Regular Cash Gifts
If you would like to make a cash gift to Trinity, please click on the button or download and complete our gift form. If you are a UK taxpayer you can make your gift even more beneficial for the School, at no cost to yourself, by completing the Gift Aid section.
Giving regularly on a monthly, quarterly or annual basis is one of the very best ways in which you can support Trinity. It’s simple to set up, and payments are collected automatically. While regular gifts allow us to plan for the future with confidence, matching future expenditure on bursaries with pledged income, single gifts are, of course, very welcome.
For those who prefer to make cash donations via cheque or direct bank transfer, please contact the Development Office directly.
Gifts in your Will
Leaving a gift in your Will is one of the easiest and most flexible ways of supporting Trinity and providing for future generations of students. Additionally, there are considerable tax benefits in making a gift in this way – bequests can be made free from Inheritance and Capital Gains Tax. By making such a gift, you could reduce the total tax burden levied on your estate to your family.
We recognise that people tend to change their Wills only at important times in their personal lives: marriage or divorce, the birth of children, serious illness, retirement and other major change of financial circumstances. By making a pledge to Trinity to provide a gift when you next write or revise your Will, you can indicate your future intention to support us without committing yourself to a date to formalise your gift, the amount of the gift or its structure.
You can learn more about Trinity's 450 Legacy Pledge Campaign here. To learn more about types of legacy gift, please read our Mitre Society brochure or contact our Director of Development, David Young
Gifts of shares, securities or other property benefit particularly well from Trinity’s charitable status, via the John Whitgift Foundation. Donating your shares is a simple way to support the school. It's also one of the most tax-effective ways to give money.
You won't have to pay any capital gains tax on the shares you donate and you can claim income tax relief too.
If you are a higher rate (40%) taxpayer you will be able to claim income tax relief equal to 40% of the value of the gift.
If you are a highest rate (45%) taxpayer you will be able to claim income tax relief equal to 45% of the value of the gift.
In order to qualify for the tax relief, the shares or securities must be:
listed or dealt on a recognised UK or foreign stock exchange
units in authorised unit trusts
shares in a UK open-ended investment company
holdings in certain foreign collective investment schemes.
Please contact the Development Office if you’d like to find out more.
UK Payroll Giving Schemes
As an alternative to giving regularly via direct debit, many UK employers offer payroll giving schemes. This is a means of making a gift directly from your salary before income tax is deducted. Through these schemes:
You can give to Trinity tax-free.
You can support Trinity as one of multiple causes you may choose to support.
You will automatically get tax relief at your top rate of taxation, with Trinity receiving the full gross value of your gift.
Please contact your employer’s payroll department to find out whether they participate in this government-led scheme.
Employer Matched Gift Schemes
Many large companies offer matching gift schemes, whereby they double (or even treble) charitable donations made by their employees – in other words a gift made to Trinity could be increased if an employer was able to contribute the same, or a greater amount.
Take a look at this list of companies we know to operate such schemes, or contact your employer’s personnel department to see if they operate a matching gift programme.
Giving from the USA
Alumni and friends who are taxpayers in the USA can support Trinity School through BSUF (British Schools and Universities Foundation), a 501(c)(3) charitable organisation that is recognised by the United States Internal Revenue Service. BSUF is a tax-exempt foundation, so you can claim a 100% charitable deduction on your gift for US income tax purposes. Please express a preference that your donation is in support of Trinity School of John Whitgift when asked.
You can donate online by credit card or send a cheque (check). If you wish to send a check, please fill in the this form and send it with your check to: British Schools and Universities Foundation, Inc. 575 Madison Avenue Suite 1006 New York, NY 10022-2511
Checks should be made payable to British Schools and Universities Foundation, Inc. (or BSUF) and postmarked on or before 31 December to qualify for current-year tax deduction.
Gifts in Kind
Trinity would be delighted to accept gifts of property, art, literature and other articles of value from our supporters if these can be freely converted into cash proceeds. Please contact the Development Office to discuss how you could make such a gift.