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Philanthropy Charitable Giving at a Glance Life Income Gifts

Life Income Gifts

Planned giving is an important way to invest in the charities you care about through TMF, while generating income for yourself and your family.

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Charitable Gift Annuities

A charitable gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities. Gift annuities are easy to set up, and the resources of TMF back the payments you receive. The new higher annuity rates announced may make this gift a perfect fit for you.

A charitable gift annuity could be right for you if you are 65 years of age and want to:

  • Maintain or increase your cash flow.
  • Secure fixed, dependable payments for life.
  • Save income taxes or capital gains taxes.
  • Receive applicable tax advantages.
  • Make a gift to TMF.
  • Gift an amount of $5,000 or more.

Charitable Remainder Trust

A charitable remainder trust can help you maintain or increase your income while making a significant gift to TMF. The charitable remainder trust is highly flexible, allowing you to make gifts of assets easily.

If your unitrust grows, your payments will increase, too, providing a hedge against inflation. A unitrust provides more flexibility than other life income plans.

A charitable remainder unitrust could be right for you if you:

  • Want to provide income for yourself or others.
  • Want the possibility of income growth.
  • Want to save income taxes or capital gains taxes.
  • Want to choose the person who administers your gift and guides its investments.
  • Want to make a generous gift to TMF.
  • Are considering a gift amount of $100,000 or more.

Learn about some of our most popular giving options

Donor-Advised Fund Gifts by Will and Trust Life Income Gifts GIFT OF STOCK