Your Legacy Matters Here

A legacy gift is an opportunity for those of us who care deeply about this ministry and what happens here beyond our lifetimes. It takes the form of a gift through our will or estate plan. For most of us, this may be the greatest gift we make, our gift of a lifetime.

Planning A Gift:

Non-Traditional Assets

Assets like life insurance, real estate and retirement plans can become planned gifts.

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Guide to a Christian Will

It is never too early to write a will; it can only be too late. Writing your will is the most important step.

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Charitable Giving Plans

Explore many ways to give directly: endowment funds, donor-advised funds, charitable trusts and more.

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"

I grew up at Trinity...it will always be home to me...comfort and caring to the local community in which I was raised has always been paramount to our outreach. It makes it easy to offer financial support.

Ed Ward

Elder

Popular Gift Choices

Charitable Remainder Trust

Get Started

How It Works:

Establish a charitable remainder trust to generate an income stream to you or your designee for a set period of time, after which the remainder goes to the church.

Benefits:

  • Provides regular income
  • Potential tax benefits

Bequest

Get Started

How It Works:

Give to Trinity Presbyterian Church through your will or living trust.

Benefits:

  • Costs nothing in your lifetime
  • Can be updated if your circumstances change

Retirement Account

Get Started

How It Works:

Make a generous gift of your retirement account after your lifetime.

Benefits:

  • Costs nothing in your lifetime
  • Is easy to establish

Other Ways to Give

Donor-Advised Fund

Consider If:

You'd like to maximize the impact of your donation over time through growth

Key Advantages:

Grants funds from the growth of a tax-free investment account

Tax Considerations:

Generally eligible for immediate tax deduction

Minimum Investment:

$2,500

Learn More:

Download Brochure

Pooled Income Fund

Consider If:

You'd like to receive income through your gift

Key Advantages:

Provides dividends during your life, and benefits us after your lifetime

Tax Considerations:

May qualify for partial tax deductions, but must pay income tax on the income stream

Minimum Investment:

$10,000

Learn More:

Download Brochure

Gifts of Real Estate and Other Assets

Consider If:

You have a particular asset like real estate or personal property in mind

Key Advantages:

Usually more tax efficient than selling an asset and donating proceeds

Tax Considerations:

May reduce capital gains and a tax deduction for the fair-market value of the asset

Minimum Investment:

Case specific

Learn More:

Download Brochure

Other Ways to Give

Click for Contact Information Consider if... Key Advantage Tax Considerations Minimum Contribution Can be changed
You'd like to maximize the impact of your donation over time through growth Grants funds from the growth of a tax-free investment account Generally eligible for immediate tax deduction $2,500
You'd like to receive income through your gift Provides dividends during your life, and benefits us after your lifetime May qualify for partial tax deductions, but must pay income tax on the income stream $10,000
You have a particular asset like real estate or personal property in mind Usually more tax efficient than selling an asset and donating proceeds May reduce capital gains and a tax deduction for the fair-market value of the asset Case specific

Contact Us

If you would like more information on how a legacy gift can help support the church, please feel free to reach out for a confidential conversation. For guidance and advice on how a legacy gift fits into your plans, talk to your financial or legal adviser who has knowledge of your personal situation.

Rev. Sarah Weisiger

Email: pastor@trinityberwyn.com

Phone: 6106440932

Elder Denny Leeper

Email: mdleeper@verizon.net

Phone: 6106440932