The Trinidad State Educational Foundation

Sharing the Vision, Securing the Future.

Ways to Make a Visionary Gift

Charitable Gift Annuities

You can give the TSJC Educational Foundation a gift of money, stocks, bonds or other liquid assets, and the Foundation will pay you or a beneficiary a fixed amount on a regular basis until death. A large part of this income is tax-free, and you also receive a charitable deduction for part of the gift. This option is appropriate for gifts in the $10,000 to $50,000 range.

Charitable Remainder Trusts

By transferring assets to the TSJC Educational Foundation to establish a trust, you or a beneficiary will receive a lifetime income. Eventually, the remaining assets of the trust pass on to the Foundation. This gift works well if you need income now. This option is appropriate for gifts of $50,000 or more.

Charitable Lead Trusts

You may transfer assets to a trust for a fixed number of years. The interest earned will go to the TSJC Foundation, and later the principal will go back to you or your beneficiaries. This gift works well if you do not need current income and want the asset to go to a beneficiary. You may claim a tax deduction for making a lead trust gift.

Retained Life Estate

If you deed property (a house, summer home, farm home, etc.) to the TSJC Educational Foundation, you and/or your spouse retain the right to live in the house for the remainder of your lives. You also receive an immediate income tax deduction for the gift. The Foundation will most likely sell the property when you or your spouse no longer needs it.