Planned Giving

Planned Giving

Allows anyone to make a substantial contribution to Trinity Christian School - regardless of income or financial status.  it provides a way for anyone to leave a lasting impact to teachers and students for years to come.

• Estate Planning/Bequests - a gift made through your will or living trust.  It's revocable, so you can update or change it if circumstances change.
• Stocks/Securities - publicly traded securities can be transferred to TCS.  We sell the securities and apply the proceeds.  Please contact our Financial Consultant for more information.
• Life Insurance - you can designate TCS as a beneficiary of your life insurance.
• Real Estate - Property deeded to TCS can provide tax shelters on capital gains taxes.
• Personal Property - items such as artwork, antiques, collectibles, royalties, copyrights, patents, precious metals, etc. can be transferred to provide tax deductions on the appreciation.
• IRA, 401(K) - TCS can be named the beneficiary of a portion or all of a retirement account.  Additionally, taxpayers aged 70.5 and above can give up to $100K annually, tax-free, from their individual Retirement Account.
• Charitable Trusts - a charitable lead trust allows TCS to receive income from the assets that you contribute over a prescribed number of years.  At the end of this period, the assets of the trust pass to those named by the donor.  This can reduce estate and gift taxes on transfers of wealth to loved ones.

The above options have the potential to provide significant tax benefits depending on your individual situation.  Please consult your financial planner and accountant before considering a gift.