Skip to Content
Donate to UnityPoint Health - Fort Dodge

3 Ways to Ensure Family Comes First

Naming Trinity Foundation as a beneficiary in your will is a simple way to enable the future of our important work. But maybe you’ve hesitated because you’re unsure about how much to give.

Because life is unpredictable and the value of your assets is likely to rise and fall, you don’t want to risk that someday your charitable gift could outweigh the well-being of your family. Fortunately, there’s a solution.

Percentage Giving

Instead of a fixed amount, consider gifting a percentage of your estate or of specific assets. That way, gifts to loved ones and to organizations such as Trinity Foundation remain proportional—no matter how your estate fluctuates.

Here are three simple ways to put family first while supporting those we serve:

  1. Gift a percentage of your estate to Trinity Foundation in your will.
  2. Leave Trinity Foundation a percentage of your residual estate (the portion of your estate that remains after all gifts have been made and all claims of the estate are satisfied).
  3. Name Trinity Foundation as a beneficiary of a percentage of your life insurance policy or retirement account.

Be sure to let us know that you have named us as a beneficiary so we can contact your administrator at the appropriate time and put your gift to work as you intend.

Your Gift Matters

Giving a small percentage of your estate can have a bigger impact on Trinity Foundation than you might think. Contact Carol Grannon at 515-574-6794 or carol.grannon@unitypoint.org today if you have questions about naming us as a beneficiary. If you’ve already named us as a beneficiary, please let us know so we can thank you for your generosity.

eBrochure Request Form

Please provide the following information to view the brochure.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.