Charitable Annuities

A Charitable Gift Annuity (CGA) is a contract between a donor and a charity. In exchange for a gift of cash or property, we agree to make fixed payments to you for the remainder of your life.

Charitable Trusts

You transfer cash or appreciated property to a CRT. A CRT is a tax-exempt trust that can sell the property without paying capital gains tax and can invest the proceeds to pay you or loved ones income.

Donor Advised Fund

A donor advised fund is like having your own private foundation. Monies placed in the fund are used for charitable giving as directed by the donor. There are special tax incentives associated with donor advised funds.