| ||||||||||||
|
What Gifting Strategies Are Available to Me?There are a number of
different gifting strategies available for planned giving. Each has its
advantages and disadvantages. Instead of making an
outright gift, you could choose to use a charitable lead trust. With a
charitable lead trust, your gift is placed in a trust. The recipient of the gift
draws the income from this trust. Upon your death, your heirs will receive the
principal with little or no estate tax. If you prefer to retain an
income interest in your gift, you could use a pooled income fund, a charitable
remainder unitrust, or a charitable remainder annuity trust. With each of these
strategies, you receive the income generated by your gift, and the recipient
receives the principal upon your death. Finally, you could
purchase a life insurance policy and name the charitable organization as the
owner and beneficiary of the policy. This would enable you to make a large
future gift at a potentially low current cost.
© 2003 Emerald Publications
|
Send email to
webmaster@annuityadvantage.com with
questions or comments about this web site.
|
|