Exploring the Options

There are many ways to make charitable gifts that feature income for you and/or others you choose for a period of time. There are also ways to provide income for charitable use today, with assets passing to your loved ones while reducing or eliminating probate, estate, and gift tax and other expenses.

For more information, click on your choice below:
  • Charitable Gift Annuities that feature generous fixed payments for life.

  • Charitable Remainder Trusts that feature a choice of fixed income or income that can fluctuate with investment returns.

  • Pooled Income Fund gifts that allow you to make gifts to Junior Achievement that are invested with those of others and pay whatever amount is earned on your share of the fund.

  • Gifts of Remainder Interests in a home that feature tax and other benefits, while allowing you to enjoy the use of the property for the remainder of your lifetime and/or that of your spouse or other loved one.

  • Charitable Lead Trusts that provide temporary income for Junior Achievement with an eventual tax-favored inheritance for your heirs.

Click HERE to return to “Gifts That Provide Income.”