Life Income Gifts

You can realize the tax advantages of making a gift now, especially of appreciated assets, while still receiving income from that asset. A life income gift offers that flexibility, while ensuring that the charitable intent is met upon your passing.

After providing income to the beneficiary, the remaining assets can be used to establish and name a new endowment, or to contribute to any of the Foundation's more than 1,200 existing permanent endowments (including your own, if applicable).  If you haven't already, see Types of Funds.

Life income gift options

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