Gift Planning

Do you love Trinity Episcopal School, our mission, how we educate students, the impact our students and our School have on the community? A planned gift is a way you can ensure that we continue to live out our mission.

What is a planned gift?

A planned gift is any charitable gift to Trinity, usually deferred, that is planned, often with professional advice, to optimize the your financial, tax and estate plans while helping to secure the long-term financial strength of the School. Making a planned gift is a special way to support Trinity because it allows you to donate assets, deferring when we will receive them. Planned gifts can help you save taxes, increase your income, pass more on to your heirs and benefit Trinity Episcopal School at the same time.

Via Trinitatis, The Way of the Trinity

In 2005, Trinity Episcopal School established Via Trinitatis, the Way of the Trinity, to recognize those who include the School in their estate plans. Members of Via Trinitatis leave a gift to Trinity in their wills and help ensure the future of our School. Membership is granted in one or more of the following ways:

> a bequest intention of cash, securities, closely held stock, real estate or tangible property

> life estate contracts

> qualified retirement plans

> life income gifts such as charitable gift annuities, remainder unitrusts or annuity trusts, or charitable lead trusts

> pooled income fund

Click our Gift Planning Brochure (to the right) for further information on our planned gift program.