Planned gifts help Trinity Episcopal School offer a peerless education to future generations of bright young students and can ensure financial security for you and your loved ones. You can give back to the school while making sure that you have valuable income for many years. As you consider your own planning, we are happy to send you information that can assist you in combining your financial planning with charitable giving.
There are many kinds of planned gifts (all of which offer significant tax benefits to the donor), including the following:
Bequests—Assets transferred through a donor’s estate. Any asset may be given in this way, though we most commonly receive cash gifts set out in a donor’s will. Other bequests include the proceeds of life insurance policies and retirement plans.
Life Income Gift—Establishing a Charitable Remainder Trust is a way for a donor to make gifts that will benefit the School in the future while providing tax benefits and income for the donor immediately and over time.
Gifts of a Future Interest in Real Estate—Some donors make gifts of personal residences or second homes, retaining the right to use them for their lifetime.
Charitable Lead Trust—With this gift, a donor removes specified assets from his or her estate, receives immediate tax savings and provides the School income from those assets for a period of years. At the end of the gift period, the assets may be returned to the donor or, tax free, to a third party. Parents and grandparents find the charitable lead trust an excellent way to provide for a future generation while accomplishing good work today and decreasing their likely estate taxes.
Is Trinity already mentioned in your will? If so, please let us know so we can include you in The Lamb Society, whose members help ensure that Trinity remains strong in its second century. Please contact Ali James at 504.670.2550 or email@example.com for further information.
Trinity Episcopal School
1315 Jackson Avenue
New Orleans, Louisiana 70130