Gift Planning

Gift Planning

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You Can Help Shape
the Future of Trinity University

Thank you for your interest in supporting Trinity University. To help support our mission, learn about the ways you can give. We truly appreciate your help in making Trinity one of the nation’s top liberal arts college. To begin, start your plan based on your stage in life. After that, discover what assets you can use to make a gift. If you have questions, contact Kristine Howland, director of planned giving, at (210) 999-7697 or khowland@trinity.edu.



Serving the Community
Trinity University named to President's Higher Education Honor Roll for the 5th Year More

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IRA Rollover Back for 2014: Don't Miss This Limited Opportunity to Make a Difference
If you are 70½ or older, the extended charitable IRA rollover legislation benefits you! While easy to accomplish, this tax-smart gift option enables you to jump-start your legacy and witness the benefits of your generosity to Trinity University. Take a moment to review the questions and answers here to see if this arrangement is right for you. More

What Tax Changes Mean for You in 2015
More than 40 tax provisions will change because of inflation rates in 2015. Here is a brief summary of the changes and how they may affect you. More

Show Your Support With Just a Few Simple Sentences
An up-to-date estate plan is one of your most effective tools for protecting the security of your loved ones. But did you know that you can also use your estate plans to support Trinity University? More

Quiz: What to Know About Your Family Finances
When was the last time you checked the balances on your and your spouse's accounts? Do you know how? To protect yourself and your family, it's essential that you know about your family's finances and estate plans. Take this quiz to see how much you know. More

Making a Lasting Legacy

Making a Lasting
Legacy

Discover a powerful way to make a gift to us in your name or in the name of a loved one while realizing tax benefits for your kindness. Please take time now to consider leaving an endowed gift—an enduring statement of your support. Read more.

Charitable Gift Annuities 101

Charitable Gift
Annuities 101

Through this simple arrangement, you support our good work and receive fixed payments for life in return. If you'd like to support our mission and receive steady payments during your retirement years, a charitable gift annuity may be right for you. Read more.

Remembering
Trinity in Your Will.

We hope you'll consider including a gift to Trinity University in your will or living trust. Called a charitable bequest, this type of gift offers three main benefits: simplicity, flexibility and versatility. To learn more about creating a charitable bequest in your will, continue reading.
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Trinity Heritage Society

Trinity Heritage Society

The Trinity Heritage Society was established to recognize and thank a special group of individuals who have included Trinity in their estate plans.

GET STARTED

FREE Estate Planning Kit