You can {ORG_MISSION} while earning an income from your gift.
You can learn more about these special opportunities in our free brochure, [BROCHURE TITLE HERE], and other complimentary planning resources. These resources are just a click away!
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Charitable Gift Annuities
Charitable gift annuities (CGAs) offer a secure, fixed payment stream for yourself and/or a loved one for your lifetime(s). You will also receive tax benefits and the satisfaction of creating a lasting legacy through {{ORGANIZATION NAME}}.
How it works:
- You donate cash or appreciated securities worth {{CGA MINIMUM GIFT AMOUNT}} or more to {{ORGANIZATION NAME}}. In return, you and/or another beneficiary will receive fixed payments for life.
- Your payment rate is based on your age (payments start at age {{CGA MINIMUM DONOR AGE}} or later) and will never change.
- A portion of your payments will be tax-free.
- The older you are — or the longer you defer starting your payment — the higher your payments will be.
Benefits to you include:
- Lifetime payments that will never change.
- Capital gains tax savings when you fund your CGA using appreciated stock.
- You are eligible for an immediate charitable income tax deduction.
- Your gift passes to {{ORG NAME}} outside of the estate process.
- You create your legacy of {{COPY HERE}}.
Charitable Remainder Trusts
A Charitable Remainder Trust (CRT) is a tax-free trust that pays you and/or other beneficiaries an annual distribution. This payment is either a percentage of the annual value of the trust, or a percentage of the original gift amount.
How it works:
- You transfer cash or an appreciated asset* into an irrevocable trust.
- The trustee then sells the asset, paying no capital gains tax, and reinvests the proceeds.
- For the rest of your life (or a term of years), you and/or another beneficiary receive payments from the trust.
- After your lifetime, the remaining principal is used to support the mission of {{ORGANIZATION NAME}}.
Benefits to you include:
- You receive income for life for you or your heirs.
- You receive a charitable income tax credit for the charitable portion of the trust.
- You create your legacy of {{ COPY HERE }}.
*While donating real estate is the most common way to fund a charitable trust, a wide variety of assets can be used, including cash, appreciated publicly traded or closely held stock, as well as oil, gas or mineral interests.
See Your Impact/From a Supporter Like You
[INSTRUCTIONS FOR COPYWRITER: You can use this space to drive back to the “Your Impact” page OR you can use this space to highlight a relevant story from the “Supporters Like You” page. For example, if there is a donor that has made one of the gifts mentioned on this page you can include their photo and a quote about their gift here.]
Our Team is Here to Help
Our experienced team is here to help you…
- Learn about special projects that align with your interests.
- Structure a donation that maximizes benefits for you and your loved ones.
- Stay up to date on how your gift is used.
- And more!