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Plans for Giving

Provision by Will - cash, securities, real estate, or personal property can be given to charity through a well-planned will.

Charitable Remainder Annuity Trust - irrevocable trusts that feature income based on the value of the property donated. The annuity trust pays a fixed income based on the value of assets at the time the trust is created.

Charitable Remainder Unitrust - the unitrust provides a fluctuating income based on a fixed percentage of the trust’s annual value.

Gift Annuity Agreement - through a charitable gift annuity, one can make a gift and receive fixed annual payments for life.

Retirement Plans - an individual can designate a charity as the final beneficiary of any remaining funds which the donor or their loved ones do not use.

Charitable Lead Trust - created to provide income for charitable purposes for a designated period of time.

Revocable Living Trust - eventual gifts of real estate, cash, or other property that all or part of the assets may be returned upon request during your lifetime.

We encourage you to explore with us the many sides of your own planned giving, and the meaning your personal philanthropy can have for both you and our future. For more specific guidance, please contact Jim Watson, Executive Director, at 210-436-0686.

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