Planned Giving Home

Welcome to Trinity International University Planned Giving

Thank you for visiting us. Our hope is to serve you and your family with helpful information. An ever increasing number of friends are now benefiting from life income gifts, gift annuities, and other giving plans. We invite you to use the links provided on this website to explore the many ways to plan a gift and create a legacy that will impact generations to come. Again, thank you for your interest and please contact me if I can be of service.

Benefits for Family and Trinity International University

There are several types of plans. Many of these have wonderful benefits for the donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Trinity International University. More on Easy IRA Gift >>.

Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Trinity International University shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.

Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.

Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Ron Tollerud
Director of Planned Giving

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact rtollerud@tiu.edu.

If you are a professional advisor, you may take the following steps on this site.