Many have found they can make significant gifts while enhancing their own or their loved ones’ financial security. In fact, giving in this way can help a number of goals including:
- Increased spendable income from low-yielding stocks, bonds or other assets.
- A welcome source of income to help cover expenses in pre-retirement years.
- Retirement income from sources that are permanently set apart from your other assets.
- Income for yourself, a spouse or other loved ones in the future if needed.
- Assistance for parents or other loved ones in their later years.
- Providing funds to cover education or other expenses for children or grandchildren.
Exploring the Options
For more information, you may wish to explore one or more of the following options:
- Charitable Gift Annuities that feature generous fixed payments for life.
- Charitable Remainder Trusts that offer a choice of fixed income or income that can fluctuate with investment returns.
