Types of Gifts
Life income plans
By funding a life income plan with cash or securities, you can provide yourself and/or loved ones with income for life as well as income tax savings. The plans below also provide favorable capital gains treatment if funded with appreciated assets.
Gift annuities (fixed income): Earn a rate of up to 11.3 percent for life. Contribute cash or securities, and in turn, receive fixed income payments for life, plus attractive tax benefits. (Minimum contribution: $5,000.) Read more about gift annuities.
Deferred payment gift annuities (fixed income): Supplement future retirement income and receive a tax deduction now. Your income payments begin at a future date that you specify. Because payments are deferred, you receive a higher annual payment, which may be used as a source of reliable retirement income. (Minimum contribution: $5,000.) Read more about deferred gift annuities.
Charitable remainder annuity trust (fixed income): Provide fixed income payments for yourself and/or another beneficiary for life or a term of years. This individually managed trust may be tailored to meet your personal objectives. (Minimum contribution: $250,000.) Read more about the charitable remainder annuity trust.
Charitable remainder unitrust (variable income): Provide variable income payments for yourself and/or another beneficiary for life or a term of years. This individually managed trust may be tailored to suit your investment objectives, including growth of principal. (Minimum contribution: $250,000.) Read more about the charitable remainder unitrust.
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