Other Charitable Programs

HERE IS A BRIEF OVERVIEW OF SOME ESTATE PLANNING VEHICLES WHICH MAY BE RIGHT FOR YOU. 

Charitable Gift Annuities 

These provide an annual income that is fixed and guaranteed for life. The amount of the annual payment is based on age at the time of the gift. The older the recipient, the higher the payout rate. Part of the income may be tax-free.

Charitable Remainder Trusts 

These are opportunities for individuals to obtain a lifetime income from the sale of highly appreciated assets and an immediate charitable tax deduction, while avoiding capital gains tax. At death the remaining value of the asset is transferred to the charity.

Charitable Lead Trusts 

These is an opportunity to give from assets to a charity for a period of time while receiving a tax deduction for the gift. At the end of the trust period, the property may revert back to the donor or be distributed to heirs.

Charitable Bequests 

These may be established through a will or living trust.