Continue Supporting Our Work After Your Lifetime

Beneficiary Designations

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If you feel passionate about supporting Trinity Missions and our work among the poor and abandoned, did you know it's not only possible, it's easy to do with a beneficiary designation. Just name Trinity Missions as a beneficiary to receive assets such as retirement plans and life insurance policies after you're gone. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give.

Not only is it an easy way to give, but it's also flexible—you aren't locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.

See How It Works

Check Out This Potential Scenario

Older couple smilingRobert and Carol treasure the financial help they've been able to give their children and Trinity Missions over the years. Now that their kids are grown, Robert and Carol changed their estate plan so it could work harder for the people and causes they love. The couple updated their will to leave stocks and real estate to their kids. And they left us a $75,000 IRA to be transferred after their death. Because Trinity Missions is tax-exempt, all $75,000 will help support our mission.

If Robert and Carol had left the IRA to their children, approximately $21,000* would have gone to pay federal income taxes—leaving only $54,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 28 percent marginal income tax bracket.

Learn How to Fund It

You can name us beneficiary of the following assets:

Next Steps

Contact Sherry Robinson at 800.843.1034 or robinson@trinitymissions.org for additional information on beneficiary designations and how they can help support Trinity Missions with our mission.
Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
If you name Trinity Missions in your plans, please use our legal name and federal tax ID.

Legal Name: Missionary Servants of the Most Holy Trinity (Trinity Missions)
Address: 9001 New Hampshire Ave., Silver Spring, MD 20903
Federal Tax ID Number: 52-0591670

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