|
CHARITABLE INSTRUMENTS
Outright
Gifts
Give cash, stocks, real estate or other assets
Designate a portion of an estate (% or $ amount)
Charitable Gift Annuity
Annuity contract pays client lifetime income and charity benefits upon death of annuitant
Charitable Lead Trust
Trust pays the community foundation a fixed amount for a number of years and then assets go to beneficiary
Charitable Remainder Trust
Trust pays beneficiary for life and then assets transfer to charity
|