A planned gift allows you to make a meaningful difference in your community. Deferred giving can support your future needs and allow you to create a legacy for the future of your community. There are many ways to make a deferred gift and the information below can help get you started, but it is important to seek the advice of a professional estate advisor or attorney in this process.
To help you determine the most effective way to make a deferred gift, please work with your estate advisor.
Deferred giving through a life insurance policy is a simple way to make a quiet, confidential gift with impact. There are several options for charitable giving through life insurance – including contributing the policy if coverage is no longer needed or by changing the beneficiary on an existing policy.
Charitable Remainder Trust
When you create a charitable remainder trust, you donate your assets into a trust and receive income for your lifetime. Once the trust ends, the remaining portion of your estate is transferred to benefit your community.
Charitable Gift Annuity
A charitable gift annuity allows you to arrange a generous gift to your community, while providing a new income source for your lifetime.