Gifts that Provide Income to Charity

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.

Upon conclusion of the measuring term, the trust terminates and, according to the terms of trust instrument, distributes its remaining assets (called the remainder interest) back to you or to one or more individuals that you have specified.

Charitable Lead Unitrust

A charitable lead unitrust is a custom designed and individually managed trust that enables you to give a variable annual amount to charity for a fixed term of years or the life of one or more individuals.

Upon conclusion of the measuring term, the trust terminates and, according to the terms of trust instrument, distributes its remaining assets (called the remainder interest) back to you or to one or more individuals that you have specified.

Gifts with Retained Use

Life Estate Agreement

A life estate agreement is an arrangement whereby you transfer title to a personal residence, farm, or yacht to charity while retaining the right to occupy and otherwise enjoy the full use of the property for your choice of a term of years or the lifetime of one or more individuals.