Planned Gifts

Planned gifts are often referred to as deferred gifts. Our donors make these gifts after planning their estates and writing their wills. A planned gift is a way of supporting Trinity-Pawling that maximizes your personal objectives while minimizing the after-tax cost. Depending on the choice of the gift asset and the type of gift you might make, you can generally expect to realize some or all of the following benefits:

  • Fulfillment of philanthropic goals
  • Income-tax savings through charitable deduction for the value of the gift
  • Avoidance of capital-gain tax on contributions of long-term, capital-gain property
  • Payments for life for the donor and/or other beneficiaries
  • The possibility of increased spendable income
  • Elimination of federal estate tax on the value of the interest in property passing to Trinity-Pawling upon your death
  • Reduced costs and time in estate settlement

Planned Charitable Gifts

The following are the various forms of planned charitable gifts that can be made to Trinity-Pawling. We recommend that you consult with your tax and legal advisors for a full discussion of the tax implications of particular gift plans.

Questions? Reach Out!

Regan LaFontaine
Director of Advancement

Colleen Dealy
Director of Major Gifts

My father was a Pawling School graduate from the Class of 1923, and I'm a Trinity-Pawling graduate from the Class of 1953. I do not give to Cornell (my alma mater), but I do give to Trinity-Pawling and shall continue to give as long as I can.

Gil Lamb ’53