Gift Planning
Gift Planning
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No Pressure: You Can Change Your Mind
When you make a donation to Trinity University through the following methods, you have the option to revoke or change your gift throughout your lifetime:
- Beneficiary designation of retirement plan assets or life insurance
- Bequest through your will or revocable living trust
Including us in your will or trust allows you to retain full control of your assets for your lifetime.
Naming us as beneficiary of a life insurance policy gives you lifetime access to the policy's cash values.
Leaving us your retirement plan assets after your lifetime and saving other less-taxed assets for loved ones is tax-smart inheritance planning.
Contact Kristine Howland at (210) 999-7697 or khowland@trinity.edu to learn more about these flexible ways to support Trinity University.
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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