Life Income and Other Gifts

Do you need a life income stream, a provision for heirs, or want to make larger gifts than would be possible out of current assets? Consider these options:

 
  • Charitable Gift Annuities - an agreement between you and the Community Foundation. You make an irrevocable gift of at least $10,000 to the Community Foundation and receive a fixed, guaranteed income from the Foundation each year for the rest of your life and/or the life of another person. Find out more.
  • Charitable Remainder Trusts - flexible vehicles that allow you to make a charitable gift but retain an income stream (for yourself and/or others) for life or for a fixed number of years. At the end of the term of the trust, the remaining trust assets pass to a fund at the Community Foundation. Find out more.
  • Charitable Lead Trusts - an excellent vehicle for making an immediate charitable gift to a Donor Advised Fund at the Community Foundation, while being able to transfer assets to others after a period of time free of estate and gift taxes. Find out more.