An independent elementary school located in Atlanta, serving children ages three through Sixth Grade since 1951.
Planned Giving

Planned Giving

Gifts That Pay You Income

Did you know there's a gift to Trinity School that returns payments to you? Yes, the IRS allows and encourages these creative plans that can stretch your giving ability. Here’s how they work:

Some of the best ways to support Trinity School are available through life-income gifts. These "Gifts That Pay You Income" help you make a substantial gift to Trinity while increasing your income.

The plans described here all have one substantial advantage over investment vehicles you read about elsewhere: they produce generous gifts to Trinity School. So, while you will receive income for life or a set period of time, you can provide for yourself and Trinity today.

The Benefits

  • An additional source of lifetime income for you, your spouse, or other significant persons.
  • A potential increase in the income you are currently receiving from your investments.
  • An immediate tax deduction for a portion of your gift.
  • No capital gains tax due at the transfer of appreciated assets to your gift plan.

Which life-income gift best fits your needs?

Charitable Gift Annuity
You want secure, stable income at a high payout rate. Your gift can be in cash or stock. Learn more about a Charitable Gift Annuity.

Charitable Remainder Unitrust
You want maximum flexibility with regards to the investment and benefits of your gift plan. Learn more about a Charitable Remainder Unitrust.

Charitable Remainder Annuity Trust
You want the flexibility to invest and manage your gift plan, and also the security of stable income. Learn more about a Charitable Remainder Annuity Trust.




The material presented on this Planned Giving website is not offered as legal or tax advice.
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