Charitable Gift Annuities A Charitable Gift Annuity is a great giving option in which you exchange a gift of cash or securities for a guaranteed fixed income for life. Upon your death a permanent legacy is established in your name for the benefit of an organization that was important to you during your lifetime. You receive a current charitable income tax deduction for a portion of the amount of the Charitable Gift Annuity. The full value of the gift is removed from your estate and you will receive fixed income payments for life at rates which are far higher than CDs and bonds.
Charitable Remainder Trust You can establish a fund at the Foundation through several types of remainder trusts tailored to meet your estate planning goals. This enables you to set aside an asset while continuing to receive income from it during your lifetime. The income may continue for the life of an additional beneficiary, such as your spouse. Upon termination of the trust, the remaining principal reverts to your fund at the Foundation.