Charitable Gift Annuities – In exchange for your gift, you receive fixed income payments for the rest of your life—at rates of 4.4% to 9.5%. You name the charity to benefit from your gift (such as your parish or school) after your lifetime and receive tax benefits.  It’s a better way to give…and receive!  more…

Charitable Lead Trusts – Allow you to make a gift that pays your favorite charitable organization an income for life or for a certain number of years, then the corpus of your gift is returned to you or your heirs.  Great tax advantages.  more…

Charitable Remainder Trusts – Ideal for individuals with highly appreciated assets—like farmland or stocks worth $100,000 or more.  These gifts offer donors extra tax advantages—while allowing the donor to set the life income rate they would like to receive (generally 5%-8%).  They also name the charity to ultimately benefit from their gift after their lifetime.  A true legacy gift!  more…

Deferred Gift Annuity – Allow you to give now and receive more later.  Similar to a charitable gift annuity, except that by deferring the start of income payments, the donor receives a higher rate (5.9%-18.4%).  more…

For more information or questions - Contact Us.