Gift Planning
Gift Planning
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A Gift in Your Will: Getting Started
- Simplicity. Just a few sentences in your will or trust are all that is needed. In consideration of my interest in and support of Trinity University, a bequest provision has been made or I intend to in my estate plans as follows: "I give, devise and bequeath to Trinity University, a non-profit corporation located at One Trinity Place, San Antonio, Texas 78212, Dollar amount $_____ or _____% percentage of my estate; or the property described herein: __________________ .
- Flexibility. Because you are not actually making a gift until after your lifetime, you can change your mind at any time.
- Versatility. You can structure the bequest to leave a specific item or amount of money, make the gift contingent on certain events, or leave a percentage of your estate to us.
- Tax Relief. If your estate is subject to estate tax, your gift is entitled to an estate tax charitable deduction for the gift's full value.
Your circumstances may change and you can change your gift at any time.
How It Works
To make a charitable bequest, you need a current will or revocable living trust.
Your gift can be made as a percentage of your estate. Or you can make a specific bequest by giving a certain amount of cash, securities or property. After your lifetime, Trinity University receives your gift.
When planning a future gift, it's sometimes difficult to determine what size donation will make sense. Emergencies happen, and you need to make sure your family is financially taken care of first. Including a bequest of a percentage of your estate ensures that your gift will remain proportionate no matter how your estate's value fluctuates over the years.
| Download a free guide about making your first will. |
We Can Help
Contact Kristine Howland at (210) 999-7697 or khowland@trinity.edu with any questions about naming Trinity University in your will or living trust. We're happy to help, without obligation.
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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