











|
Trinity Planned Giving
|
How It Works
 |
You transfer ownership of a paid-up life insurance policy to Trinity School.
|
 |
Trinity elects to cash in the policy now or to keep the policy and receive the death benefit later.
|
Benefits
- You receive gift credit and an immediate income tax deduction for the cash surrender value of the policy (technically, the “interpolated terminal reserve value” of the policy).
- In some cases, you can use the cash value in your policy to fund a life-income gift, such as a deferred gift annuity.
- You can have the satisfaction of making a significant gift now to Trinity without adversely affecting your cash flow.
More
For more information
If you are considering a gift of life insurance, 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 Comments
© 2001 Trinity School All rights reserved. |