Planned Giving

You can make a significant impact and create a family legacy while shaping the lives of students for generations to come with a planned gift to Trinity Prep. 
What are planned gifts?

Planned giving is another way to make a significant philanthropic gift to Trinity Prep while meeting the long-term needs of your estate planning. Choosing the right planned gift depends on your personal circumstances and financial goals. Gifts may be made through bequests, charitable gift annuities, charitable remainder trusts, or charitable lead trusts.

Donors who want to give now can donate from an IRA and avoid taxes on withdrawals if they are 70.5 years or older.

Why make a planned gift?

You can create a plan to care for your family while also leaving a gift to Trinity Prep.  A planned gift does not have to impact your finances today, and it allows you to leave a lasting mark on Trinity Prep. Your commitment to Trinity Prep during your lifetime enables the school to plan now for future needs, while ensuring an excellent education for generations to come.

Join the Founders Circle

Trinity Prep has established the Founders Circle to recognize donors who have made provisions for the school in their financial and estate planning. To become a member of the Founders Circle, please inform the Advancement Office in writing that you have named Trinity Prep as a beneficiary in your financial or estate plans. 

Members of the Founders Circle will be recognized in the Annual Report.

For More Information

Like other financial decisions, a planned gift must be chosen and shaped with care. We recommend that you speak with your financial advisor, and Trinity Prep welcomes the opportunity to discuss ways to include the school in your financial and estate plans. 

For more information, please contact the Assistant Head of School for External Affairs, at hartungt@trinityprep.org or 321-282-2517.