Your Holy Trinity Seminary Legacy
Making a gift for the benefit of Holy Trinity Seminary after you are gone is a wonderful way to create a lasting legacy and ensure that the faith life you and your family have received will be there for generations to come. For more information, or for questions regarding a possible gift, please contact Sylvia Najera via telephone at (972) 815-2422 or via email at [email protected].
Easy Planning Options:
- Bequest from Your Will or Living Trust
You can easily make a charitable gift of a specific dollar amount, percentage of your estate/trust, a certain asset or make Holy Trinity Seminary a residual beneficiary. In addition to a very generous charitable gift, your trust or estate receives an estate tax deduction as well. CLICK HERE for more information on bequests and specific wording options that may be appropriate for your will or trust.
- Beneficiary Designation from a Retirement Plan
By designating Holy Trinity Seminary as a beneficiary of your IRA or retirement plan, you support our important work and avoid both estate and income tax. All that is required is to name Holy Trinity Seminary as beneficiary for a portion or all of your IRA or qualified retirement plan.
- Charitable Gift of a Life Insurance Policy
You can assign whole life insurance policies and name Holy Trinity Seminary as a beneficiary. In return for your generosity, in most cases you receive a tax deduction for the premiums you have paid on the policy.
If you need additional or advanced information about planned giving, Holy Trinity Seminary has partnered with The Catholic Foundation to provide you with the most up-to-date ways of fulfilling your charitable intentions. CLICK HERE to access The Catholic Foundation website or call them at (972) 661-9792.