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With a life income gift, you donate cash, appreciated securities, or other assets, such as real estate, to The Trustees of Reservations. In exchange, The Trustees will pay you or another beneficiary income for life or a fixed term of years. Income may be fixed or variable.
The Trustees offer several life income gift options:
Charitable Gift Annuity
Ideal for the older donor seeking increased income and secure, fixed payments.
Charitable Remainder Trust
Donate real estate, securities, or other assets and receive variable or fixed payments for life or a specified number of years – a highly flexible life income gift option.
The material presented in this web site is not offered as legal or tax advice. Examples of tax benefits and results of various examples shown are based on the stated IRS discount rate and on other assumptions that may not apply to your own particular situation at the time of your gift. Accordingly, you are urged to seek the advice of your tax advisor, attorney, and/or financial planner to make certain a contemplated gift fits well into your overall circumstances and planning.