Legacy Planning

Giving of our assets is a way that we can say thank you to God for God’s blessings in our lives. We do that continually throughout offerings and outright gifts, but for many of us, the most significant gift we can make is through our estate plans.

Trinity invites you to include a charitable gift for the seminary in your estate plan. By doing so, you ensure Trinity’s ability to educate leaders for Christian mission and ministry for many years to come. You may choose to designate your gift for one of the seminary’s permanent scholarship endowment funds which will benefit future generations of students preparing to answer God’s call.

For more information on these estate plans, or about other ways to support Trinity, please contact the Development Office.

The Thomas Cranmer Society
The Thomas Cranmer Society recognizes and welcomes people who have made estate plan inclusions or qualifying deferred gifts at Trinity School for Ministry. Through prayers and financial support, Cranmer Society members help provide a solid financial base for the seminary for years to come.

You qualify for membership if you have included Trinity in your estate plans through any of these qualifying gift options:

  • Will
  • Charitable Gift Annuity
  • Charitable Remainder Trust
  • Remainder Interest in a Personal Residence or Farm
  • Charitable Lead Trust
  • Qualified Retirement Plan Benefits
  • Individual Retirement Accounts
  • Life Insurance

To learn more about including Trinity in your estate plans, please contact Jack Walsh, Director of Planned Giving.

Charitable Gift Annuity
The concept of the charitable gift annuity in America dates back to 1843, when a merchant in Boston first donated a gift of money to the American Bible Society in exchange for a flow of income. Today, the concept includes valuable tax benefits for donors and a reliable flow of income for life. But perhaps more valuable than the financial advantages is the satisfaction donors gain by helping to continue Trinity’s mission.

Leave your legacy by making a gift in your will to family, friends, and charitable organizations. A bequest is one of the simplest ways to remember those you care about most. Sample wording for a bequest can be found here.

Charitable Remainder Trust
What are your plans for the future? While there is no single way to achieve all of your personal and financial goals, there is one strategy that can meet many of your needs. It’s called a charitable remainder trust. In the right circumstances, this plan can increase your income, reduce your taxes, unlock appreciated investments, rid you of investment worries and ultimately provide very important support for Trinity.

Life Insurance
Life insurance provides a unique avenue for charitable support. To qualify as a deductible contribution, Trinity must become both the owner and beneficiary of the policy. If the policy is paid up, your charitable contribution is usually the replacement value or cost basis of the policy, whichever is less. Ongoing premiums paid on a contributed life insurance policy also may qualify for charitable dedication.

Retained Life Estate
One of your valued possessions, your home, can become a valued gift to us even while you are still living in it, and even if you want your spouse or other survivor to live there for life. This arrangement is called a retained life estate. For more information on establishing a Retained Life Estate, contact the Development Office.

For more information on these estate plans, or about other ways to support Trinity, please contact Jack Walsh, Director of Planned Giving.