Gifts Providing Income & Financial Benefits


Planned gifts and bequests offer the donor income and tax advantages and often make possible a far larger gift. In typical planned gifts, donors transfer assets to the Foundation; they and/or others receive income payments for life or a period of years and charitable income and other tax benefits. Donors may choose a fixed or variable income stream. In all instances, the donor should consult a financial or legal advisor before completing the gift.

 

Created by alumni of St. Catherine's College

Oxford University

Planned Gifts :
Outright Gifts
Gifts Providing Income & Financial Benefits
Gift Annuities
Deferred Gift Annuities
Charitable Remainder Trusts
Charitable Lead Trust
Bequests
Retirement Plans
Establishing an Endowed Gift
Choosing the Best Asset to Give