Gift Planning
Gift Planning
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Action Items
- Download a free guide to learn more about gifts of retirement plan assets.
- Contact Kristine Howland at (210) 999-7697 or khowland@trinity.edu to discuss your particular situation and to ask any questions you may have about supporting our mission with a gift of retirement plan assets after your lifetime. We're here to help.
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items
Copyright © The Stelter Company, All rights reserved.
The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
Remembering
Trinity in Your Will.
We hope you'll consider including a gift to Trinity University in your will or living trust. Called a charitable bequest, this type of gift offers three main benefits: simplicity, flexibility and versatility. To learn more about creating a charitable bequest in your will, continue reading.
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Trinity Heritage Society
The Trinity Heritage Society was established to recognize and thank a special group of individuals who have included Trinity in their estate plans.
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