Planned Giving

For Professional Advisors

In your work as a professional advisor, you value professionalism, integrity, and honesty, taking the utmost care when serving your clients.  We share your values at Trinity and take the same care when it comes to helping our donors plan charitable gifts for the University. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.

Tools for Professional Advisors

Legal Name: Trinity University
Tax ID Number: 74-1109633
Incorporated in: One Trinity Place, San Antonio, Texas 78212

Gift Illustrations

We invite you to contact us directly for information, confidential help, and gift illustrations.  Trinity University, its employees, and representatives do not offer legal or financial advice.  We urge our prospective donors to consult with an attorney, financial advisor, estate planner, or accountant before making arrangements. 

Trinity welcomes the opportunity to work with you and your clients to identify tax-wise charitable gifts to support Trinity’s mission and when clients need assistance to explore the charitable legacy that would be most meaningful to them.   When we can be of service to you at Trinity, please don't hesitate to contact us.

Kristine Howland, Director of Planned Giving, khowland@trinity.edu, 210-999-7697
Mike Patterson, Gift Planning Officer, mpatters@trinity.edu, 210-999-8452

Partner with Us

We understand that gifts to charities such as Trinity can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, the donor’s family, professional advisors, and our gift planning staff—all working together to arrange the best gift possible.

Resources

Stock Transfer Instructions

American Council on Gift Annuities

National Association of Charitable Gift Planners

Sample Guide to TU Bequest Language

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