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| Assets to Give |
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Stock
You may use stocks and bonds to establish any type of life-income agreement.
You will maximize your benefits if the securities are appreciated in value.
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Charitable Gift Annuity --- A gift annuity provides assured fixed annual income
for the lives of one or two individuals. It is appropriate for gifts of $10,000 or more.
More Info...
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Deferred Gift Annuity --- A deferred gift
annuity begins to make payments at a future date that you select.
More Info...
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Net Income Unitrust --- A net income unitrust distributes the interest and dividend
income earned by the trust each year, up to a maximum percentage. It is appropriate for
gifts of $100,000 or more.
More Info...
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Basic Unitrust --- A basic unitrust distributes a fixed percentage of the value of
the trust assets. Since the value of the assets change somewhat from year to year, the
distributions to you will also vary somewhat each year. Such trusts are appropriate for
gifts of $100,000 or more.
More Info...
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"Flip" Unitrust --- A "flip" unitrust begins by distributing net income and then
changes to distribute a percentage. The change is triggered by a date or event or
sale of an asset like a house. This trust is appropriate for gifts of $100,000 or more.
More Info...
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Annuity Trust --- An annuity trust distributes a fixed dollar amount each year.
It is appropriate for gifts of $100,000 or more.
More Info...
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Pooled Income Fund --- A pooled income fund resembles a no-load mutual fund,
with gifts from many donors and distributions of net income to each beneficiary.
It is appropriate for gifts of $10,000 or more.
More Info...
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Charitable Lead Trust --- You transfer assets to a trust, which then makes
payments to the College for a period of years. After that period, the assets are
distributed to your heirs with reduced gift or estate tax. These trusts are
appropriate for large gifts.
More Info...
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