Gift Planning

If you would like to support a charity while still benefiting from your assets, a split interest gift may be a good option. These gifts allow donors to place assets into a charitable trust, receive potential income and tax benefits, and ultimately provide a meaningful contribution to the charity while potentially reducing the value of their taxable estate.

Common options include charitable remainder trusts, which provide income to the donor or a beneficiary before the remaining assets go to the charity, charitable lead trusts, which provide income to the charity before passing assets to heirs, and pooled income funds that provide lifetime income to donors. Other options include naming a charity as the beneficiary of a retirement account or making a charitable gift through your will.