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 91�ֿ�

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 91�ֿ�.

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 91�ֿ�

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 91�ֿ� 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 91�ֿ�
The only type of planned gift that can be used at 91�ֿ� to fund capital projects

How a Charitable Lead Trust Works

You make a contribution of your property to fund a trust that pays 91�ֿ� 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.

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