Life Income Gifts
Your client 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 client's passing.
After providing income to the beneficiary, the remaining assets can be used to establish and name a new fund, or to contribute to any of the Foundation's more than 1,200 existing permanent endowments.
Life income gift options include:
|