Giving

Planned Giving

Life Insurance Policy

Life Insurance Policy Diagram

How It Works

  1. You assign all the rights in your insurance policy to Trinity, designate us as irrevocable beneficiary, and then receive an income-tax deduction
  2. Trinity may surrender the policy for its cash value or hold it and receive the proceeds at your death

Benefits

  • You receive a federal income-tax deduction
  • If premiums remain to be paid, you can receive income-tax deductions for contributions to Trinity to pay these premiums
  • You can make a substantial gift on the installment plan
  • Trinity receives a gift they can use now or hold for the future

More Information

Contact Us

Shena McNamara Keith
VP of Institutional Advancement
708-453-9374
skeith@trinityhs.org

 

Trinity High School
7574 West Division Street
River Forest, Illinois 60305

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