Planning for Tomorrow

Encouraged by early success, the Legacy Campaign goal has increased to $60 million. Recognizing that Trinity's tomorrow depends on today's conscientious planning, the College aims to document thoroughly the many provisions alumni, parents, and friends have made through their estate plans for Trinity. We invite you to plan on behalf of future Trinity students and to let your plans be known to the College, even if you request anonymity.

WHY ARE BEQUEST INTENTIONS IMPORTANT TO TRINITY COLLEGE?

• Trinity's knowledge of future estate gifts allows the College to plan for its future.
• The majority of realized bequests are invested in Trinity's endowment, allowing the College to use the funds in perpetuity.
• A healthier endowment will allow Trinity to continue to attract the most highly qualified faculty and students, enrich the College's academic offerings, and reduce our tuition dependency.

WHY ARE BEQUEST INTENTIONS BEING COUNTED SEPARATELY?

The primary campaign will raise funds that Trinity can put to use in the upcoming five to ten years. Because most bequests will not be realized in that time period, Trinity is recording and recognizing such commitments separately.

WHAT WILL COUNT IN THIS SEPARATE, PARALLEL CAMPAIGN?

• Wills
• Revocable trusts
• Retirement assets that Trinity will receive at death
• Proceeds from life insurance policies that Trinity will receive at death

WHAT DOCUMENTATION IS REQUIRED TO COUNT THE INTENTION?

Any of the following:

• Signed letter from donor stating specific intention
• Completed Elms Society Enrollment Form
• Copy of Will or Trust (only Trinity portion and 1st page necessary)
• Retirement Fund paperwork showing Trinity as beneficiary
• Life Insurance policy showing Trinity as beneficiary

HOW WILL INTENTIONS BE RECOGNIZED?

In addition to being counted toward the $50 million goal, each individual who shares specific plans with the College will become a member of the Elms Society. Members of this Society are listed periodically in Trinity publications. Members can join anonymously, if they prefer.

SAMPLE BEQUEST LANGUAGE

Incorporating a gift to Trinity in your Will is easily arranged as either a provision in a newly executed will or trust or as a separate codicil to an existing Will or trust. Your counsel is always the best authority with respect to the form and the execution of your estate planning documents.