Life-Income Gifts
© Connie Gelb
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Life-income gifts enable you to receive income and make a lasting gift to The
Retirement Resource Organization. We offer a variety of gift options to help you meet your planning goals and provide income for yourself and/or others you designate.
To create a life-income gift, you make an irrevocable gift of cash, securities or real estate to The
Retirement Resource Organization. We pay you an income in return. After your lifetime and/or the
lifetime(s) of the other designated beneficiaries (or a fixed term of years) the remaining balance is used to support
Organization projects. As always, you can specify which Organization program or initiative you would like your gift to ultimately support.
You are also eligible to receive an income tax charitable deduction the year you make your gift. You may also make a life-income gift through your will to benefit a friend or relative.
Benefits
- Receive Regular Income – Receive regular income payments for life (or term of years).
- Immediate Tax Savings – Receive an income tax charitable deduction in the year you make the gift.
- Save on Estate Taxes - Reduce or possibly eliminate federal estate taxes.
- Save on Capital Gain Taxes – Avoid or reduce your capital gain taxes if you fund your gift with an appreciated asset (such as securities or real estate).
- Professional Investment Services – Have access to professional investment services.
- Leave a Legacy – Your gift will ensure retirees and
caregivers will be helped across future generations. Become a Legacy Club member.
To learn more about creating a life-income gift, please click on one of the following links.
Receiving Fixed Income
Charitable Gift Annuity
Deferred Gift Annuity
Charitable Remainder Annuity Trust
Receiving Variable Income
Charitable Remainder Unitrust
Growth & Income Fund
Supplementing Your Retirement
Deferred Gift Annuity
Growth & Income Fund
Charitable Remainder Unitrust
Gift Planning Home | Life-Income Gifts Home | Comparison of Giving Options | Contact Us
Information provided on our Internet site is not intended to be tax or legal advice.
Rates used in examples are for illustrative purposes only. Please consult a qualified financial advisor before making a gift.
| The Retirement Resource Organization, Inc. is a tax-exempt charitable organization under Section 501(c)(3) of the Internal Revenue Code.
Donations are tax-deductible. | |
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