Leave a Legacy:
With a planned gift to the Trinity Forum, you can leave a legacy of transforming leaders, and through them, our culture. A variety of giving mechanisms will help support the enduring mission of the Forum, as well as provide a variety of benefits to you and your family.
Possible Benefits of Your Charitable Planned Gift
- Make a larger charitable gift than you thought possible
- Increase your current income
- Reduce your income tax and/or avoid capital gains tax
- Provide for your heirs at a reduced cost
- Leave a charitable legacy for future generations
What to Give
Any of the follow items can be donated to the Trinity Forum through a planned gift:
- personal property (land, homes, art, boats)
- appreciated securities/stock
- retirement funds
- insurance policies
- business interest
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.
How to Give
When you meet with your attorney to update your will or trust, you will need the following information: National Christian Charitable Foundation, Inc. The Trinity Forum Fund #1261910, TIN#58-1493929, 11625 Rainwater Drive, Suite 500, Alpharetta, GA 30009
You can make a lasting impact by including the following language in your estate plan:
I give (_______dollars or _______percent or all of the residue of my estate) to the Trinity Forum, a registered 501(c)(3) charitable organization.
- Invitations to select Trinity Forum events held around the world
- Three gift subscriptions to the recipients of your choice for Trinity Forum Readings
Benefits of Joining the Wilberforce Legacy Society
In celebration of William Wilberforce's model of enduring cultural transformation through thoughtful, engaged public faith, the Wilberforce Legacy Society exists to honor and thank those who include The Trinity Forum in their will or trust. Upon your notification that you've included The Trinity Forum in a planned gift, we'll automatically begin your lifetime Wilberforce Legacy Society membership. Benefits of membership include but are not limited to:
- Lifetime membership in the Wilberforce Legacy Society
- Lifetime membership in the Trinity Forum Society for you and the beneficiary of your choice
- Recognition on the Trinity Forum website and at special events (optional)
- Beautiful leather slip-case, embossed with Wilberforce Legacy Society member disignation and a copy of all our current Trinity Forum Readings as our gift to you
- Wilberforce Legacy Society Lapen Pin to wear to Trinity Forum events
If you would like more information about any of the options listed here or if you have already included The Trinity Forum in your will or trust, please fill out the form below.
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.
If you would like to speak with someone directly, please contact Rebecca Good, Director of Advancement and Development at (202) 944-9881 or rgood@ ttf.org.
Legal Disclaimer: The Trinity Forum does not provide legal advice. A legal professional should always be consulted before changing your will or trust.