Gifts That Pay You
A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life, regardless of any stock market fluctuations. To establish a charitable gift annuity, a minimum investment of $25,000 is required.
Why Establish a Charitable Gift Annuity?
- Receive a charitable income tax deduction for a portion of the annuity
- Fixed payments sent to you, or another person you designate, for life
- Annual payments may be partially tax-free
- Make an impact in your area of interest at Â鶹ÊÓƵ
If you are planning the sale of an appreciated asset and are concerned with capital gains taxes, or if you recently sold property and are looking for a way to save on taxes this year and plan for retirement, this may be the ideal resource for you. To establish a charitable remainder unitrust, a minimum investment of $50,000 is required.
Why Establish a Charitable Remainder Unitrust?
- Receive income for life, for a term of up to 20 years or life plus, a term of up to 20 years.
- Receive an immediate charitable income tax deduction for the charitable portion of the trust.
- A unitrust has the potential to grow your payout each year.
- Leave a lasting legacy to Â鶹ÊÓƵ.
Please contact us with any questions about a charitable remainder unitrust.
If you are planning the sale of an appreciated asset and are concerned with capital gains taxes, or if you recently sold property and are looking for a way to save on taxes this year and plan for retirement and are looking for stable income each year, this may be the ideal resource for you. To establish a charitable remainder unitrust, a minimum investment of $50,000 is required.
Why Establish a Charitable Remainder Annuity Trust
- Receive fixed income for life or a term of up to 20 years
- Avoid capital gains tax on the sale of your appreciated assets
- Receive an immediate charitable income tax deduction for a portion of your gift
- Leave a lasting legacy to Â鶹ÊÓƵ
Please contact us with any questions about a charitable remainder annuity trust.
Establishing a Charitable Lead Trust is a great way to have a significant impact on Â鶹ÊÓƵ now while reducing or eliminating estate taxes when you leave assets to your family. Contact us to discuss minimum funding needed.
Why Establish a Charitable Lead Trust?
- Receive a gift or estate tax charitable deduction
- Pass inheritance on to family at a reduced or zero cost
- Establish a vehicle from which you can make annual gifts to Â鶹ÊÓƵ
- The only type of planned gift that can be used at Â鶹ÊÓƵ to fund capital projects
How a Charitable Lead Trust Works
- You make a contribution of your property to fund a trust that pays Â鶹ÊÓƵ income for a number of years
- You receive a gift or estate tax deduction at the time of your gift
- After a period of time, your family receives the trust assets plus any additional growth in value
There are various types of lead trusts to choose from. Please contact us to discuss which is the best option for your needs, or with any other questions.