Gift Planning

Giving From Your Donor-Advised Fund


Click to play video which describes a gift from will or trust

How It Works

  • Name Trinity School as a beneficiary of your donor-advised fund (DAF).
  • Designate us to receive all or a portion of the balance of your fund on your passing.
  • The balance in your fund passes to Trinity School when the fund terminates.
  • During your lifetime you can also make grants to us from your donor-advised fund. See how a DAF works.

Benefits

  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Maintain flexibility to change beneficiaries if your needs change during your lifetime.
  • You can also direct your DAF to other charitable causes.

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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.