Charitable Remainder Annuity Trust
A charitable remainder annuity trust is a custom designed and individually managed trust that enables you to retain a fixed income for your lifetime or a fixed term of years, claim a current income tax deduction, and make a future gift to charity.

Charitable Remainder Unitrust
A charitable remainder unitrust is a trust that pays you a percentage of the fair market value of the trust assets as revalued annually for a term of years or one or more lives. At the end of the trust term, the remaining principal goes to one or more charities you choose.

Charitable Lead Unitrust
A charitable lead unitrust is a custom designed and individually managed trust that enables you to give an annual income to charity for a fixed term of years or the life of one or more individuals. Upon conclusion of the measuring term, the remaining trust asset can revert to you or be transferred to one or more individuals that you select.

Depending on when the trust is established and who receives the remainder interest, you may qualify for a charitable income, gift or estate tax deduction.

Charitable Lead Annuity Trust
A charitable lead annuity trust is a custom designed and individually managed trust that enables you to give a fixed annual amount to charity for either a fixed term of years or the life of one or more individuals.

Pooled Income Fund
A pooled income fund is a trust, operated by a charitable organization, that enables you to retain a life income, claim a current income tax deduction, and make a future gift to charity.

Gift Annuity
A charitable gift annuity enables you to transfer cash or marketable securities to the charitable organization issuing the gift annuity in exchange for a current income tax deduction and the organization's promise to make fixed annual payments to you for life. Annuity payments can begin immediately or can be deferred to some future date.

Deferred Gift Annuity
A Deferred Charitable Gift Annuity is a contract between a donor and a charitable organization. In exchange for a gift of cash or marketable securities, the organization guarantees to one or two annuitants fixed annuity payments that will begin in the future (at least one year from the date of the gift) and will continue for the remainder of the annuitants' lives.

Retained Life Estate
A retained life estate deed allows you to donate your personal residence or farm to a charitable organization. You may also consider donating a vacation home by this type of gift. When you make the gift, you retain the right to use the property for the rest of your life, a term of years, or a combination of the two. In exchange for your remainder interest gift, you receive an immediate income tax deduction.