Maximize Your Impact Today and Tomorrow
The Cortez Legacy Challenge is a special opportunity to make your legacy gift more impactful than ever! By creating a gift of $10,000 or more for Trinity University in your will or estate plan, you will unlock $1,000 from the Cortez Legacy Challenge that you can direct to any one area of Trinity for its benefit today!
Applicable legacy gifts include:
- Gift in your will/trust
- Beneficiary designation on life insurance or retirement assets
- Life income gift
- Gifts of assets (stocks, real estate, mineral rights)
During its first year, the Cortez Legacy Challenge inspired alumni and friends of the University to direct more than $10 million in future gifts to benefit Trinity and students. By sharing their intentions, they unlocked $23,000 in gifts that have immediately impacted the Departments of Education and Mathematics, the Neidorff School of Business, the tennis teams, intramural sports, Architectural History, and scholarships.
In you are inspired by these gifts, we would love to assist you in your own planning for the future.
Thank you for considering partnering with us to ensure Trinity students receive a world-class education now and in the future.
Start Planning Today
Trinity University is excited to provide these planning tools at no cost to assist you with your planning.
Ready to Make My Will
We’re giving you exclusive complimentary access to Giving Docs, a secure resource where you can easily create and update your will and other documents.
Just Starting to Plan
Prepare to create your will using our FREE Personal Estate Planning Kit,a tool for organizing your estate and helping you establish your legacy.
“My Trinity experience set the course for the rest of my life. I feel so blessed to support Trinity University with this Challenge. I am especially excited about its multiplier effect and hope it encourages those who love Trinity to give back to their alma mater and let the University know of their estate plans.”
—Miles Cortez ’64
Miles ’64 and Jan Cortez established the Cortez Legacy Challenge to inspire you to remember Trinity in your will or estate plans.