Life Income Gifts
Charitable Gift Annuity
Donate cash or securities in exchange for fixed annuity
payments. Enjoy a current income tax deduction for the gift and
tax-free return of principal. Also, when the donor is the
annuitant, any capital gains tax due is spread over the donor's
lifetime.
Charitable Remainder Annuity Trust (CRAT)
Create a trust that pays a specific annual benefit for 20 years
or for the life of the beneficiary(ies). When the donor payout
ends, trust property transfers to us. Enjoy a current income tax
charitable deduction and avoid capital gains tax on the transfer
when the trust is funded with long-term appreciated property.
Charitable Remainder Unitrust (CRUT)
Create a trust that pays annual payments to the beneficiary(ies)
equal to a specified percentage of the value of the trust each
year. Since the value of trust assets may vary, payments may also
vary from year to year. When the donor payout ends, the trust
assets are distributed to us. In addition to income from the trust,
you also are entitled to a charitable income tax deduction for the
value of our remainder interest in the trust assets.
Request More Information