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Trinity Foundation Offers Estate Planning Services

Do you have enough money to live on for the rest of your life? How much money should your children inherit? Should you leave money to the charity of your choice?

At Trinity Foundation, we know that responses to these questions are as individual as each of our philanthropic partners. That’s why Trinity Foundation is pleased to offer the services of Thompson & Associates, a national leader in estate planning.

While planned giving advisors traditionally concentrate on the gift for the sponsoring charity, Thompson & Associates focuses on the priorities and life circumstances of the donor.

Here’s what Thompson & Associates can do for you:

  • Clarify your estate goals and work with you to develop a Personal Financial Philosophy that reflects your vision.
  • Provide and manage an action plan geared toward achieving your expected estate outcomes.
  • Compare your existing estate plan with Thompson & Associates’ recommendations for you.
  • Work with your local attorney and financial advisors to accomplish your goals.
  • Outline how you can potentially transfer more wealth to your heirs by including a qualified nonprofit organization in your estate plan and quantify the amount that would otherwise go to taxes.

Trinity Foundation has been working with Eddie Thompson for over fifteen years. Eddie has met many area residents, and they have a great appreciation for his advice. One couple that utilized Thompson & Associates services commented, “We thought our estate plans were well in hand, but after working with Eddie, we’re in the process of taking additional steps that will help us to more fully accomplish our vision.”

Working with Thompson & Associates costs you nothing. There is no catch. This service is offered to you at no cost and with no obligation. Trinity Foundation has engaged Thompson & Associates on an annual retainer fee that is the same regardless of the number of our friends they help. Thompson & Associates receives no commission and has no products to sell. The meetings are completely confidential.

Taking advantage of Thompson & Associates’ consulting expertise is an exceptional opportunity to obtain an accurate, comprehensive overview of your entire estate. A local attorney noted, “This is a great estate planning process. Only a fraction of the estate plans completed are done with the same personal attention and comprehensive approach that Thompson & Associates offers – the cost is just too prohibitive. Here, it’s offered as a free service.”

If you have any questions or would like to schedule a free, confidential meeting with Eddie Thompson of Thompson & Associates, please contact Carol Grannon at (515) 574-6794 or carol.grannon@unitypoint.org today.

For an inside look at Eddie’s process, check out his interviews with Steve Tucker and Carol Grannon in the videos below.

Steve Tucker and Eddie Thompson

Carol Grannon and Eddie Thompson

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Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.

A charitable bequest is one or two sentences in your will or living trust that leave to Trinity Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Trinity Foundation, a nonprofit corporation currently located at 802 Kenyon Road, Fort Dodge, IA 50501, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Trinity Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Trinity Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Trinity Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Trinity Foundation where you agree to make a gift to Trinity Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.
Personal Estate Planning Kit Request Form

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