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Planned Giving to HT

Planned Giving to HT
A Gift in Your Will: Getting Started

We hope you'll consider including a gift to Holy Trinity Diocesan High School in your will or living trust. Called a Charitable Bequest, this type of gift offers these main benefits:

Simplicity. Just a few sentences in your will or trust are all that is needed. For the proper verbaige to be included in your will, please see the contact information for the Diocesan representative of planned giving below.

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

Versatility. You can structure the bequest to leave a specific item or amount of money, make the gift contingent on certain events, or leave a percentage of your estate to us.

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.

We understand that things can change...

Your circumstances may change and you can amend your gift at any time.

How It Works:

To make a charitable bequest, you need a current will or revocable living trust. Your gift can be made as a percentage of your estate. Or you can make a specific bequest by giving a certain amount of cash, securities or property. After your lifetime, Holy Trinity High School receives your gift.

Putting Your Family First:

When planning a future gift, it's sometimes difficult to determine what size donation will make sense. Emergencies happen, and you need to make sure your family is financially taken care of first. Including a bequest of a percentage of your estate ensures that your gift will remain proportionate no matter how your estate's value fluctuates over the years.

For more information and to get started, please first call the Office of Advancement at Holy Trinity: 516.433.7361 to advise us of your intent and to get initial questions answered. We will then put you in direct contact with the individual at the Diocese, Barbara Kilarjian - Director, Marketing & Development, bkilarjian@drvc.org, 516.379.5210 X229, who handles all of the paperwork for the Diocese including Holy Trinity.

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