Planned Giving

Leaving Your Legacy

Planned gifts are estate planning options that can be highly effective ways to advance the Trinity mission and support future generations of students. Families may even give to their own relatives and loved ones while also helping the school.


Leaving a Lasting Impact

We encourage families to inform us if you set up a planned gift so we can recognize your generosity during your lifetime. To let us know about a gift or to learn more, email chief development officer Kristi Katz, CFRE.


Types of Planned Gifts

Real Estate Gift

Eliminate capital gains tax on the sale of a home or other real estate by donating it or selling it to us at a bargain price.

Retained Life Estate

Transfer the deed of your personal residence or property but retain occupancy.

Life Insurance Gift

Make a large gift with little cost to you by naming Trinity as owner and beneficiary.

Retirement Plan Gift

Avoid the double tax on retirement plan assets by naming Trinity as beneficiary of the remainder of your retirement assets after your lifetime.

Charitable Remainder Trust

Create a trust that pays you a fixed or variable percentage of the trust's assets, which can protect against inflation.

Charitable Gift Annuity

A charitable annuity pays you a fixed income annually.

Charitable Lead Trust

A trust that pays Trinity a fixed or variable income for a set term, and the remainder passes to your heirs.



Philanthropy Initiatives

Each color of the Philanthropy Pinwheel represents a different way you can create possibilities for our school and children. Like a pinwheel, all of our initiatives work together to create momentum and power the best experience for our students and families.

Let's Go!

See the Impact

It’s not about the money. It’s what the money can do. We're proud of our track record. We leverage generosity to build and grow our programs, and we have an unyielding commitment to fiscal responsibility along the way.

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Why Our Families Give

Tuition doesn't cover the full cost of an exceptional Trinity education. We rely on the involvement and generosity of our families to nurture the whole child and deliver personalized instruction. Donors tell their stories of why they support Trinity.

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