Gifts That Pay You Income for Life
Do you want to support but worry about having enough income for yourself and your loved ones? Life-income gifts such as gift annuities and charitable remainder trusts can provide donors with an income stream, significant tax savings and the satisfaction of providing with vital, long-term resources.
The creation of a life-income gift benefits both the giver and the receiver. It's a "win-win" situation.
Charitable Gift Annuities
Charitable Trusts
Please note: The federal estate tax is currently back in effect through the end of 2012. The top tax rate is now 35%, and the exclusion amount is $5,120,000 per person and $10,240,000 per married couple. Any exclusion amount not used by a spouse who dies after December 31, 2010, is portable and generally may be used by the surviving spouse. It is very important that you seek the advice of your estate-planning attorney to determine what changes, if any, need to be made to your existing estate plans.
