Planned Giving

Trinity Lutheran College Endowment

College and University endowments are funded largely through the mechanism of planned gifts. Both large and small gifts from the estates of many individuals help to build the endowment and strengthen the academic programs of Trinity Lutheran College.

Individual gifts account for over 80% percent of all charitable giving. Yet few people are aware of the advantages of making charitable gifts from capital assets—through a will or trust, for example—rather than current income.

A planned gift is a gift of capital that can be an outright gift, a life-income gift, or a charitable bequest. It can be made during a donor's lifetime or at the time of his or her death, and it is oftentimes motivated by the desire to support future generations while taking advantage of generous available tax incentives.

We encourage you to consider your personal legacy gift to Trinity Lutheran College. By making a planned gift, your legacy becomes a part of Trinity’s future and will enable the college to fulfill its mission and vision in the Pacific Northwest.

Did You Know...

Giving options provide exceptional planning strategies and flexibility and may minimize tax implications.

  • Reduce your income taxes
  • Avoid capital-gain tax
  • Increase your spendable income
  • Retain payments for life
  • Achieve no-cost, worry-free asset management

Types of Giving Include:

Gifts of Assets
The simplest way to support Trinity is through cash gifts. But creative gifts of assets can include stocks, bonds, and property (real estate and personal property such as artwork). These can not only provide you with charitable deductions, but often offer additional tax savings as well...

Gifts by Will
Through various types of bequests, you may secure a charitable estate-tax deduction for the value of the gift. Best of all, you will know that your generosity will support Trinity for years to come...

Gifts That Provide Life-Income
Do you want to support Trinity, but worry about having enough income for yourself and your loved ones? Life-income gifts, such as gift annuities and charitable remainder trusts can provide donors with an income stream, significant tax savings, and the satisfaction of supplying the Trinity with vital, long-term resources...

The Charitable Lead Trust
With careful planning and advice, you may be able to create a trust that will accomplish more than one objective. For example, if you have assets that are appreciating, children who may want to start a business in the future, and a desire to assist Trinity, you may wish to consider creating a charitable lead trust...

Lance Georgeson
Trinity Lutheran College
2802 Wetmore Ave.
Everett, WA 98201

Phone: 425.249.4752