Gift Planning

Disclaimer

The material presented on this Planned Giving website is not offered as legal or tax advice.

Neither the author, the publisher, nor Trinity School is engaged in legal or tax advisory service. For advice or assistance in specific cases or whether to make certain a contemplated gift fits well into your overall circumstances and planning, the services of an attorney or other professional advisor should be obtained.

The purpose of this website is to provide general gift, estate, and financial planning information. Watch for tax revisions. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these types of gifts.

We do not collect or store any sensitive information through this website. When you send us an e-mail, just remember that like any other e-mail it is not secure, and therefore you should refrain from sending sensitive data such as social security numbers, credit card numbers, bank routing numbers, and the like.

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Located on the Upper West Side of New York City, Trinity School is a college preparatory, coeducational independent school for grades K-12. Since 1709, Trinity has provided a world-class education to its students with rigorous academics and outstanding programs in athletics, the arts, peer leadership, and global travel.