Donor Advised Fund
Make an irrevocable gift to a fund maintained by a charitable
organization and enjoy an income tax charitable deduction for the
full amount of the gift. As the name implies, the donor can advise
the fund regarding distribution; however, donors may not place
material restrictions on the fund.
IRA, 401(k), Other Pension Assets
Name us as the beneficiary of the balance of your retirement
plan assets. Enjoy potential estate and income tax benefits.
Retained Life Estate
Donate a home and retain the right to live in the property for
the rest of your life. Enjoy a current income tax charitable
deduction on the value of our remainder interest in the home.
Charitable Lead Trust
Create a charitable lead trust that benefits us for a number of
years, returns assets to your beneficiaries, and minimizes
Make us the beneficiary of a paid-up life insurance policy or
use life insurance to replace wealth in your estate. Life insurance
can replace assets your heirs would have inherited otherwise
without your charitable gift. With wealth replacement, you realize
important philanthropic goals during your life and provide for your
heirs at your death.
Request More Information