Planned Giving

Building Upon Generations of Legacy Gifts to Provide for Trinity’s Future

Creating a will and identifying beneficiaries of your assets is an important part of defining your legacy. A planned gift to fund the future of Trinity Church—in any amount—offers a tangible expression of your spiritual connection to the parish and your care for its people.

Lucy Boardman, one of Trinity’s most generous benefactors, set a brilliant example of the power that a bequest can have on people and organizations. Members of the Lucy Boardman Legacy Society are the parishioners who have provided for the Church through a planned gift of any type as an important part of their stewardship. We invite you to prayerfully consider joining this group and look forward to providing you with further resources to guide your decision-making and answer any questions you may have.

What is Gift Planning?

Planned giving encompasses a variety of ways that gifts can be made to the church from accumulated resources. It usually involves financial or estate planning; however, it is not reserved for the wealthy. Planned giving is a means by which anyone concerned with the wise use of his or her personal resources makes a considered choice about their ultimate disposition. In general, planned gifts are made through:

• A Bequest in a Will

• A Life Income Gift such as a pooled income fund, a charitable gift annuity, or a charitable remainder trust

• Gifts of Special Assets (real estate, closely held stock, life insurance, retirement accounts)

Planned Giving establishes a way for a donor to provide for family members while also providing for the church and other valued charitable organizations. It often enables the donor to provide more for his or her heirs and to make a larger gift than was thought possible while reducing tax liabilities. Planned gifts are either outright gifts (i.e., gifts of appreciated securities, real property, personal property, etc.) or deferred gifts (i.e. bequests, charitable gift annuities, charitable trusts). Most are unrestricted gifts to the Trinity endowment fund, but they can also be designated for a specific purpose.

Thank you for considering making the future of Trinity Church a part of your legacy. There is great peace of mind to be found in having your end-of-life affairs in order so that you know you have expressed your wishes and they will be honored. Please let us know how we can assist you with the process.

We are here to help!                                                                                               

If you would like to set up a meeting or phone call to discuss end of life planning and legacy giving, please email AnnaDea Diotalevi, Development Manager, or call her at (203) 624-3101 x104.

They are like trees planted by streams of water, bearing fruit in due season… Psalm 1:3