Life Income Gifts

Life-Income Gifts – A life-income gift enables you to make a lasting gift to the Trust while allowing you to receive income from that gift and to take advantage of favorable tax laws.

Charitable Remainder Trusts – Such a gift can provide income for life (or fixed number of years), portfolio diversification, income tax deduction, may avoid or defer tax on capital gain, offers an ideal way to make a large gift with appreciated assets, and may provide a federal estate tax savings.

Growth Income Fund – This Fund is similar to a mutual fund and provides a modest income stream initially, with strong income growth potential over time. It avoids tax on capital gain and provides an income tax deduction. There is a $55,000 minimum; gifts can be funded with cash or appreciated securities.