Trinity has been blessed to receive estate gifts from thoughtful and considerate alums and friends for over a century. One of the best ways to make a major gift to Trinity and, probably the simplest, is via an estate gift through your will. Testamentary gifts generally qualify the donor for estate tax deductions and offer other advantages for the donor and heirs. Income producing gifts, such as Charitable Gift Annuities, Unitrusts, Lead Trusts, and other gift planning vehicles can be a great way to retain income, lower tax payments, and make a substantial contribution to Trinity as well. As well, gifting Qualified Charitable Distributions (QCD) from an individual retirement arrangement (IRA) directly to Trinity can have certain advantages and IRA account holders who were at least age 70.5 as of Dec. 31, 2019, can contribute some or all of their IRAs to charity. Gifts of Appreciated Securities can also help maximize the value of your gift to Trinity and may also offer substantial tax benefits.
There are many ways to creatively accomplish your charitable goals for Trinity and remain fiscally astute with the wide array of planned giving vehicles available. Please be sure to consult with your financial advisor before deciding the best option for you.
If you would like to explore options for making a bequest or arranging a planned gift to Trinity, please contact: Patrick D. Kellogg, email@example.com or: 202-884-9721