Planned Giving Options

List of 4 items.

• Charitable Gift Annuity

  A Charitable Gift Annuity provides a fixed dollar payment to a beneficiary, usually quarterly.

• Charitable Remainder Annuity Trust

  A Charitable Remainder Annuity Trust is a separately managed trust that pays the beneficiaries a fixed dollar income on a quarterly basis, regardless of the value of the trust.

• Charitable Remainder Unitrust

  A Charitable Remainder Unitrust is a separately managed trust that pays a fixed percentage of its value quarterly to the beneficiary. These arrangements are ideal for donors who prefer investment flexibility.

• Deferred Payment Charitable Gift Annuity

  A Deferred Payment Charitable Gift Annuity is similar to a standard annuity except that your first payment is deferred rather than beginning immediately. This option can be useful if you need tax relief now but want to defer the income to a later date.