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Estate

Estate Gifts

A multitude of benefits

Including Trinity Episcopal Church Foundation in your will or living trust, called a charitable bequest, offers many benefits.

simplicity

Just a few sentences in your will or trust are all that is needed. Suggested language for a bequest in a will or trust: I give to the Trinity Episcopal Church Foundation of Fort Worth, a Texas nonprofit corporation of Fort Worth Texas (choose one of the following)

  • the sum of $ _____
  • all of my interest in the following described property: _________
  • ___ percent or all the residue of my estate

(Then designate your gift)

  • to be used as the board of directors of the Trinity Foundation shall determine.
  • to be used for the benefit of (name a particular ministry or program).
  • to be used for the purpose of (examples: children's Christian formation, EYC, other purposes).
  • to be used in accordance with the terms of the signed Donor Agreement Form, as then in existence at the time of my death.

 

flexibility

Because you are not actually making a gift until after your lifetime, you can change your mind at any time.

versatility

You can leave a specific item or amount of money, make the gift contingent on certain events, or leave a percentage of your estate to the Trinity Foundation.

tax relief

If your estate is subject to estate tax, your gift is entitled to an estate tax charitable deduction for the gift's full value.