Have you considered a planned gift?

At Trine University, we know every gift helps shape the future of our students and campus community. You can make a long-lasting impact through planned giving — a contribution made as part of your financial or estate plan.

Setting up a planned gift allows you to support Trine in a way that fits your goals, whether during your lifetime or as part of your enduring legacy.

Common types of planned gifts

• Bequest: Include Trine University in your will or living trust by designating a specific dollar amount or percentage of your estate.
• Beneficiary Designation: Name Trine as the beneficiary of your life insurance policy or retirement plan, such as a 401(k) or IRA.
• Charitable Gift Annuity: Contribute cash or assets in exchange for a fixed income for life. When the annuity ends, the remaining funds support Trine’s mission and students.

Benefits of planned giving

Planned gifts offer flexibility, potential tax advantages and the satisfaction of leaving your legacy, which will impact generations of Trine students to come.

If you’re interested in learning more about Trine’s Legacy Society and how a planned gift can align with your financial goals and philanthropic vision, we encourage you to contact our Office of University Advancement or speak with your financial advisor or attorney.

Together, we can ensure your generosity continues to make a difference — today, tomorrow and for years to come.

For more information, please reach out to Steve Oursler, Director of Development, at oursler@trine.edu