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Giving is Receiving
Life income gifts are the most popular planned giving options. Life income gifts enable you to donate assets while you are alive and receive an income stream for the rest of your life. They allow the donor to obtain a charitable deduction for a portion of the gift and receive an income payment based on various factors including age, type of gift and contribution amount. Certain age and contribution minimums apply.
Charitable Gift Annuity:
Allows a donor to make a gift to Episcopal Relief & Development and guarantee him/herself (or a beneficiary) an income for life. The annuity is a contract between the donor (who can be the beneficiary or designated by the donor) and Episcopal Church Foundation, which guarantees a fixed rate of return or payout rate based on the age(s) of the donor(s) and/or named beneficiary(ies).
Create a Charitable Gift Annuity
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Pooled Income Fund:
Combines or “pools” a donor’s gift together with others in a diversified investment portfolio managed by a team of professionals. Donors and designated beneficiaries receive an income for life based on their share of the return on the investments. Upon the death of the final beneficiary, the principal goes to Episcopal Relief & Development.
Participate in a Pooled Income Fund
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Charitable Remainder Trust:
Establishes a tax-exempt irrevocable trust arrangement in which the donor transfers cash or assets (such as appreciated securities or stock) to the trust and can receive income for life or a term up to 20 years. At the death of the final beneficiary (or end of the term) the remainder goes to Episcopal Relief & Development. There are two types of charitable remainder trusts: the charitable remainder unitrust (CRUT) where the income varies with the value of the trust, and the charitable remainder annuity trust (CRAT) in which the income is fixed based on the initial funding value of the trust.
Establish a Trust
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