Trinity School -- [ Alumni (ae) Network ]

Home
Search

Make A Gift to Trinity















Username: 
Password: 
Remember My Login


Trinity Planned Giving

Gifts of Retirement Plans

Click Here for Detailed Explanation



How It Works

You name Trinity School as the beneficiary of your IRA, 401(k) or other qualified plan.

Any residual left in your plan at your death passes to Trinity tax-free.

Benefits

  • You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to charity.
  • You can continue to take withdrawals during your lifetime.
  • You can change your beneficiary if your circumstances change.
  • You can elect to leave retirement plan assets to Trinity through you will or revocable trust instead.
  • You can have the satisfaction of knowing that your hard-earned retirement assets will support Trinity School when you are gone.

More


For more information

If you are considering a gift of a retirement plan, email us, complete the personal illustration form, or call us at 212-932-6859.







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.