Planned Giving
Leave a Legacy
Planned Giving allows donors to set up their legacy donation as an investment in the future of Three Rivers College. There are many ways that you can give that make brighter futures for our students but also offer you benefits. Consult with your tax or financial advisors to find the best strategy for your individual situation.
- Give from your IRA (if you are 70.5 or older). This is not considered taxable income but helps you fulfill your required minimum distribution.
- Name Three Rivers as a Beneficiary. When drafting your will, name the Three Rivers Endowment Trust as a beneficiary of retirement plan accounts. If distributed to heirs, assets in qualified retirement plan accounts are subject to income tax but if Three Rivers Endowment Trust is the beneficiary, the gift passes to us free of taxes.
- Join the Heritage Society. There is no minimum gift amount to join our Heritage Society. Informing us that you plan to leave any amount of money or other gift to Three Rivers Endowment Trust in your will/trust allows us to recognize you as a member, in addition to working together to ensure that your final wishes are clear.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Any figures cited in examples are subject to change and for hypothetical purposes only. References to estate and income taxes include federal taxes only; state income/estate taxes and law will vary.
