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Trinity Planned Giving

Plan-a-Gift®

Welcome to Plan-a-Gift®, our unique interactive gift planning service. Just answer the three questions below and Plan-a-Gift® will recommend the best gift plan or plans to meet your individual needs and help Trinity School at the same time!

Type of asset: What type of asset do you want to contribute?

Cash or securities

Retirement account (IRA, 401k, 403b)

Life insurance

Real estate

Personal property (art, collectibles, equipment)

Business interest (closely-held stock, partnership interest)


Gift range: What gift range are you considering?

$5,000 - $99,999   

$100,000+


Your goal: What do you want to accomplish with your gift?

An Outright Gift that provides an immediate tax deduction to me and immediate benefit to Trinity.

A Gift in My Will or Trust that will cost me little or nothing now, but benefits Trinity later.

A Life-Income Gift that provides an immediate tax deduction and a stream of income to me, my spouse or others now, and leaves the principal to Trinity later.

Important - Age range of beneficiaries:

35 - 50  

50 - 65  

65+  

A Wealth Transfer Gift that provides a stream of income to Trinity now, and leaves the principal tax-free to my heirs later.


Read about your gift. 







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New York, NY 10024-1399
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Voice Mail System 212.932.6997
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