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Gift Planning & Endowments

GIFT PLANNING & ENDOWMENTS

There are many ways to give and serve with the resources God provides you. Listed below are a couple of additional ways that you can give to Trinity. Legal, financial and tax aspects of these giving instruments are complex. Members considering planned giving are encouraged to seek independent professional advisors. Trinity can provide introductions to professional estate planning professionals. Please contact Trinity’s Director of Business & Operations, Elizabeth White related to Planned Giving.

Elizabeth White
Director of Business & Operations
Elizabeth@tupcsa.org
(714) 505-6254 Ext 107

GIFT PLANNING

Cash, appreciated securities (stock/mutual funds), real estate, business interests (C Corp, S Corp, LLC, LLP), charitable gift annuities and personal property.

ENDOWMENTS

Trinity, like many churches, universities and hospitals has endowed funds. Planned giving to Trinity’s endowments is encouraged through church members’ wills, trusts and estate plans. Other types of estate gifts also include retirement plans, IRAs and life insurance plans.

 

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