Four Ways to Boost Your Income While Giving Back
The following financial vehicles can reduce your
taxes, add to your income and help you support our work. Take note: all of the
following gift vehicles can be funded with cash or
so you don’t necessarily have to worry about feeling the effects of giving straight-out-of-pocket.
Deferred charitable gift annuity. When you set up a gift annuity today and put off the beginning date of your
payments, you can increase the payment rate you receive at a future time that
you choose. Plus, you still receive an immediate, but even larger, income tax
Charitable remainder annuity trust. You can receive fixed income for the rest of your life or for a selected length
of time up to 20 years from a trust you create. You also choose the amount you’ll
receive. After the trust term is up, the remaining portion of the gift helps
those we serve.
Charitable remainder unitrust. You create a trust and choose the percentage of the trust assets that you would
like to receive. Your payments will continue for the rest of your life or for
a selected length of time up to 20 years. The amount of income varies each year
based on the annual value of the trust. After the trust term is up, the remaining
portion of the gift supports our mission.
- Charitable gift annuity. When you agree to make an irrevocable donation to Lewis & Clark, we’ll make immediate,
fixed payments to you and one other person, if you choose, for life. What’s
left of your gift after your lifetime helps support our mission.
Contact Sharon Bosserman-Benson for the Undergraduate or the Graduate School at 503-768-7911, 800-753-9292, or email@example.com
, or Barbara Zappas for the Law School at 503-768-6641 or firstname.lastname@example.org
for guidance finding the best way to help
others and yourself with a gift to Lewis & Clark.
Copyright © The Stelter Company, All rights reserved.
The information in this website is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to income tax apply to federal taxes only. Federal estate tax, state income/estate taxes or state law may impact your results.