Trusts & Annuities
Charitable Remainder Trust: Under this type of trust, the donor receives certain tax benefits and income from the trust's invested assets. After a given term (or the donor's lifetime), the remainder of the trust is given to the agency for charitable purposes.
Charitable Lead Trusts: Assets that generate an income or that are likely to appreciate substantially can be put to charitable use as the principal of this trust. A lead trust transfers the income from these assets to the agency for a designated period of time (typically 10 to 20 years or more). At the end of that term, the remaining assets are returned to the donor or heirs, or other persons designated. In this manner, donors can direct a sizeable amount of annual income to the agency while guaranteeing that their heirs will ultimately benefit from the asset.
Charitable Gift Annuities/Pooled Income Funds: The Agency does not offer these giving vehicles at this time. A Gift Annuity program would agree to pay the donor a fixed income payment for life in exchange for an irrevocable gift of cash or securities.
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