Life Income Gifts
Charitable Gift Annuity
Donate cash or securities in exchange for fixed annuity payments. Qualify for 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 up to 20 years or for the life of the beneficiary(ies). When the donor payout ends, trust property transfers to us. Qualify for a current income tax charitable deduction and avoid immediate 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 an itemized charitable income tax deduction for the value of our remainder interest in the trust assets.
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