Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.

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About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

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Charitable Gift Annuity

A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.

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IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

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Gifts for Trinity, Inheritance for Children

Gifts for Trinity, Inheritance for Children
When Dr. Warren Anderson retired from twenty-three years as a specialist in anesthesiology and pain management, he enrolled at Trinity, completing a Master of Arts in Counseling Psychology in 1998. Several years ago, Warren and his wife, Greta, met with Trinity's director of planned giving for help in their estate planning. Their goals were to minimize estate taxes, to provide an inheritance for their children, and to leave a portion of their estate to Trinity.

"I can't stress enough how easy the process was," Warren says. "We feel that we made good decisions as a result of the counsel provided by the team at Trinity." One of the steps the couple took with a smaller portion of their funds was to invest in a deferred annuity. This instrument provides a fixed return of income at a later date, removes some of their funds from estate tax consideration, and benefits Trinity at the time of their home-going. "I think Trinity is potentially one of the most influential institutions in the world," Warren explains. "Our money will be an undesignated gift to Trinity so that, whatever the current needs are at the university at the time of our deaths, it will go to those needs."

For more information about planning a gift to Trinity please contact Ronald Tollerud at 847.317.8107 or visit our website at www.trinitygiving.org.


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