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Trinity Planned Giving

Charitable Gift Annuity

Click Here for Detailed Explanation



How It Works

You transfer cash or securities to Trinity School.

Trinity pays you, or up to two annuitants you name, fixed income for life.

The principal passes to Trinity when the contract ends.

Benefits

  • You receive an immediate income tax deduction for a portion of your gift.
  • Your annuity payments are guaranteed for life, backed by a reserve and the assets of Trinity.
  • Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
  • You can have the satisfaction of making a significant gift that benefits you now and Trinity later.

More


For more information

If you are considering a charitable gift annuity, email us, complete the personal illustration form, or call us at 212-932-6859 so that we can assist you through every step of the process.







139 West 91st Street
New York, NY 10024-1399
Main Switchboard 212.873.1650
Voice Mail System 212.932.6997
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