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Trinity Planned Giving

Deferred Gift Annuity

Click Here for Detailed Explanation



How It Works

You transfer cash, securities or other property to Trinity School .

Beginning on a specified date in the future, Trinity begins to pay you, or up to two annuitants you name, fixed annuity payments 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.

  • You can postpone your annuity payments until you need them, such as when you reach retirement or when a grandchild begins his or her college education.

  • The longer you defer your payments, the higher the effective rate you will receive. In the meantime, the principal grows tax-free.

  • You can have the satisfaction of making a significant gift now that benefits both you and Trinity later.

More


For more information

If you are considering a deferred 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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