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Trinity College - Hartford Connecticut

Planned Giving

Giving Through Your Estate

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A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit Trinity in ways that may not be possible through lifetime gifts.

If your estate is subject to estate tax, giving through your estate plan generates a charitable estate tax deduction, which may result in substantial tax savings. You may direct all or a portion of your estate to Trinity. 

Bequests

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Trinity.

Bequest Language for Donors

Sample bequest language is offered below for your legal counsel’s consideration in preparing your will or trust.

Beneficiary Designation

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.