Ways to Give
A charitable bequest is the easiest and most common method of planned giving. A bequest simply means directing a specific dollar amount, percentage of assets, or personal property to the Trinity Forum in your will or trust.
Charitable Gift Annuities
A charitable gift annuity established on behalf of the Trinity Forum would provide regular income payments to you in exchange for your charitable gift. Our partnership with the National Christian Foundation (NCF) makes this possible, and rates are available upon request.
A charitable trust may be established during your life or as part of a trust or will. Two basic types of trusts are common in the U.S.: remainder and lead, each with different payout structures and benefits.
Other Ways to Give
Gifts of Stock and Bonds
A gift of your securities, including your stock and bonds, is an easy way for you to make a gift. By making a gift of your appreciated securities, you can avoid paying capital gains tax that would otherwise be due if you sold these assets.
Gifts of Retirement Assets
A gift of your retirement assets, such as a gift from your IRA, 401k, 403b, pension, or other tax deferred plan, is a smart, tax-savvy way to make a donation. If the IRA is given to your family, much of the value may be lost through estate and income taxes. By designating The Trinity Forum as the beneficiary of all or part of your IRA (using beneficiary designation form provided by your custodian), the full value of the gift is transferred tax-free at your death and your estate receives an estate tax charitable deduction.
Gifts of Real Estate
A gift of your real property (such as your home, vacation property, vacant land, farmland or ranch or commercial property) can make a great gift. If you own appreciated real property, you can avoid paying capital gains tax by making a gift to The Trinity Forum.
Gifts of Insurance
A gift of your life insurance policy is an excellent way to make a gift to us. If your life insurance policy is no longer needed or will no longer benefit your survivors, consider making a gift and help further our mission.
We'd be delighted to speak with you about any of these giving mechanisms and their benefits. If you would like to speak with someone, please contact Colleen O'Malley, Director of Advancement and Development at (202) 944-9881 or firstname.lastname@example.org.
Legal Disclaimer: The Trinity Forum does not provide legal advice. A legal professional should always be consulted before changing your will or trust.