Tools
Often referred to as gifts that give back, each type of life income gift can be an integral part of your overall financial plan. Each can provide income tax and estate tax advantages. The life income stream to you or your loved ones can be tailored to your individual needs. Our professional staff can answer questions about drafting documents, choosing a trustee, and determining what assets are appropriate for use in each type of life income gift.
• Charitable Remainder Unitrust (CRUT)
Variable income for term or for life
• Charitable Remainder Annuity Trust (CRAT)
Fixed income for term or for life
• Charitable Gift Annuity (CGA)
Guaranteed fixed income for life
• Deferred Charitable Gift Annuity (DCGA)
Deferred guaranteed fixed income for life
• Pooled Income Fund (PIF)
Interest income for life
Often referred to as gifts that give back, each type of life income gift can be an integral part of your overall financial plan. Each can provide income tax and estate tax advantages. The life income stream to you or your loved ones can be tailored to your individual needs. Our professional staff can answer questions about drafting documents, choosing a trustee, and determining what assets are appropriate for use in each type of life income gift.
Variable income for term or for life
Fixed income for term or for life
Guaranteed fixed income for life
Deferred guaranteed fixed income for life
Interest income for life