Types of Planned Gifts

Traditional Types of Planned Giving
Bequest: Cash or property donated at donor's death. the donor typically makes this bequest through his/her will. Property may include Cash Stocks, bonds, mutual funds &other property which is subject to board approval.

Charitable Gift Annuity: Cash or property donated during the donor's life in exchange for a fixed income for life. Typically $10,000 or more with no additional contributions permitted.

Pooled Income Fund: A common trust donated by separate donors for investment purposes. Each donor receives a portion of the income each year. The charity keeps the remaining assets as each donor's share at the time of death.

Charitable Remainder Trust: Donors create a trust and receive an annual payment. After the last beneficiary passes, the charity receives the remainder of the assets.

Charitable Lead Trust: Donor creates a trust that provides an income for the charity for a period of time. At the end of the period of time, the trust reverts back to the donor or other beneficiary.