Life Income Gifts

  • Charitable Gift Annuities

    A Charitable Gift Annuity (CGA) is an excellent vehicle for a donor who wishes to turn an asset into a fixed income stream for life while receiving an income tax deduction and providing support for his/her favorite charity.

  • Charitable Remainder Trusts

    A Charitable Remainder Trust (CRT) is ideal for somebody who want to convert highly appreciated assets into income and diversify investments without loss to capital gains taxes.