Gift Planning

Gift Planning

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Test Your Knowledge
Quiz Yourself

The Ins and Outs of Estate Taxes
Have you done everything you can to minimize estate taxes? Take our quiz to learn more. More

Donations and Record Keeping
How much do you know about making donations and the records that you should be keeping? More

Making A Planned Gift Work for You
Do you know the best type of gift for your situation? Test your ability to make money-smart decisions that make a difference. More

Does Your Will Measure Up?
Find out how much you know about avoiding common mistakes on the road to creating a will that fulfills your goals. More

Larger Than Life
How much do you know about using a gift of life insurance to support a charitable organization? More

Is Your House in Order?
Test yourself on the finer points of planning your estate, investing with your values and leaving an inheritance for those you love. More

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

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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