Leave a lasting legacy
Find your place on the legacy journey
1
Pass on My Values
2
Legacy Planning 101
3
Create/Update My Will
4
My Legacy Plan Includes a Gift
A gift to Trinity Missions is already included in my legacy plan.
5
Explore Other Ways to Give
6
My Legacy Plan is Finished
Want to maximize your philanthropy while minimizing your tax bill? Join Eric D. Brotman, CFP®, CAP®, John T. Butler, CFRE, and Fr. Michael Barth, ST, for a conversation around four tax-smart strategies to help you give to your favorite organizations (like Trinity Mission!) in a way that reduces your tax bill and lets you leave assets to your children or grandchildren.
When you match your will to your personal values of faith, love, and family, you’ll experience peace knowing your affairs are in order, and that they reflect your heart.