A Vision that Keeps Giving
The Trustees have developed a plan for Tri-County’s future that includes a vision of where the Fund should be in the years to come. You and other donors are the reason that the vision of providing access to a quality, values-centered education to children is successful. To maintain that excellence, we need your continued support, especially in the area of planned gifts.
Legacy
Since 1981
The Hennessy Rodimer Legacy Society is a charitable planned giving instrument. It is named in honor of the two founders of Tri-County Scholarship Fund, Edward L. Hennessy and the late Most Rev. Frank J. Rodimer, emeritus Bishop of Paterson. They began the fund in
1981 as a way to give a future and a hope to the area’s most economically vulnerable children. More than 32,000 scholarships later, the need is greater than ever.
Your Legacy
Partnership
Your legacy partnership sustains Tri-County. If you have already named Tri-County Scholarship Fund as a beneficiary of a planned gift, we thank you and welcome you to the Hennessy Rodimer Legacy Society. By informing us of your gift, you will assist us with future planning and provide us with the chance to thank you and give you the recognition you deserve.
HENNESSY-RODIMER
LEGACY SOCIETY
planned gifts
Planned Gifts
Bequest from Your Will
Including Tri-County Scholarship Fund in your will or trust is a meaningful way to help us continue to help financially disadvantage New Jersey students get the tuition assistance they need to attend safe, values-centered, accredited private schools.
Retirement Assets
Retirement assets are one of the most beneficial gifts you can give to Tri-County Scholarship Fund. These funds grow tax-free until the time of withdrawal. With the innovative use of these assets, you are able to contribute generously to TCSF as well as provide for your loved ones. Many taxes on these plans can be avoided or reduced through a carefully planned charitable gift.TCSF can be named as a beneficiary, co-beneficiary or contingent beneficiary of your Individual Retirement Account (IRA), Keogh Plan 401(K), 403(b) or other qualified pension plan.
Life Insurance
Life insurance may be a means to make a much larger gift than you thought possible. TCSF can be named as a beneficiary, co-beneficiary or a successor beneficiary to receive the proceeds in the event the primary beneficiary is no longer living.
Charitable Remainder Trust
A Charitable Remainder Trust (CRT) is a life-income arrangement that provides you and/or other beneficiaries with a stream of income for life or for a period of years. After the trust terminates, the principal, or “remainder interest,” goes to TCSF. Unlike other life-income arrangements, CRTs are separately invested and managed trusts. Please note that the TCSF does not manage these trusts for donors.
Contact Us
MAKE A PLANNED GIFT
Contact us to discuss your planned giving options.
Organization Information:
Legal Name: Tri-County Scholarship Fund
Address: 14 West Main Street, Mendham, NJ 07945
Telephone: (973) 984-9600
Federal Tax ID # 22-2354475
Tri-County Scholarship Fund is recognized as a 501(c)(3) charitable organization by the Internal Revenue Service.
*The material presented in this website is intended as general educational information on the topics discussed herein and should not be interpreted as legal, financial or tax advice. Please seek the specific advice of your tax advisor, attorney, and/or financial planner to discuss the application of these topics to your individual situation.
Other Ways to Give
Gift of Stocks and Securities:
TCSF also welcomes gifts of securities and real property and personal property. Outright gifts to TCSF are tax deductible as allowed by law. A gift today of a fixed-dollar amount or appreciated securities such as stocks or bonds may allow you to take a current charitable income tax deduction for the full market value of the assets contributed.
