Bequests and Planned Giving
A planned gift establishes a legacy at Trinity for generations to come. It can also offer you and your family substantial financial benefits and tax savings.
Many alumnae, alumni, parents and friends have included Trinity in their estate plans through bequests, charitable remainder trusts, charitable lead trusts, and other forms of planned giving.
To learn more about including Trinity in your estate planning, contact Ms. Judy Tart ’78 at 202-884-9704 or email@example.com.
The simplest way to make a planned gift is to make a bequest in your will. Following are some examples of various types of bequests:
Specific bequests are used to make a gift of a specific dollar amount or specific assets, such as securities.
Residuary bequests are used to give all or a portion of the rest, residue, and remainder of your estate after payment of expenses and any specific amounts designated to other beneficiaries.
Designating the purpose of a bequest:
Unrestricted: The most useful type of bequest is unrestricted, allowing the funds to be allocated by Trinity wherever the need is greatest.
Restricted: You may designate your bequest to support a special program or purpose that reflects your interests (for example: student scholarships, faculty research and development, or library acquisitions). We encourage you to discuss a restriction with Trinity development staff to be sure that it can be accommodated.
To discuss making a bequest to Trinity or for assistance in drafting language, please contact Ms. Judy Tart ’78 at 202-884-9704 or firstname.lastname@example.org. Trinity does not provide any legal or tax advice, and we encourage you to seek independent professional counsel when making bequests and planned giving arrangements.