Gifts from Retirement Plans

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How It Works

You name Trinity Counseling Service as the beneficiary of your IRA, 401(k) or other qualified plan.

The remaining balance in your plan passes to Trinity Counseling Service after your death.

Benefits

• Your retirement savings escape both estate and income tax when you direct the balance of your plan to Trinity Counseling Service.
• You can continue to take withdrawals during your lifetime.
• You can change your beneficiary if your circumstances change.
• You have the satisfaction of knowing that your hard-earned retirement assets will support Trinity Counseling Service when you are gone.

More

• Is this gift for you? Click here.
• Read more detail. Click here.

To learn more about gifts of retirement plans, Email us, complete the Information Request Form, or call us at so that we can assist you.