Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you enjoy these presentations!
Charitable Gift Annuity (CGA)
The immediate charitable gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
Charitable Deferred Gift Annuity (DCGA)
The deferred charitable gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
Charitable Bargain Sales
Sell your property at a discount, deduct the difference, and receive a lump sum or installment payments.
Charitable Unitrust (CRUT)
Contribute appreciated assets to the trust, pays beneficiaries a fixed %age of the value of the assets for beneficiaries' lifetimes or for a term of years.
Charitable Annuity Trust (CRAT)
Contribute appreciated assets to the trust, generate a fixed income stream, defer or eliminate cap gains, and reduce inheritance taxes.
Charitable Lead Annuity Trust (CLAT)
Greatly reduce or avoid possible gift and estate tax on trust assets passing to family. Pays a fixed amount each year to a qualified charity with remainder to family or family trust.