Legacy in Action: Charitable Gift Annuities FAQ

What is a charitable gift annuity? A charitable gift annuity (CGA) is a life income gift that benefits both you and the charity. You make a one-time gift to the charity, and the charity agrees to pay one or two designated individuals (the annuitants) a fixed amount...

Legacy in Action: Endowment Gifts

Endowment Gifts—Ordinary People, Extraordinary Impact There is no one else exactly like you. You have your own combination of interests, experiences, values, goals, and priorities that make you one of a kind. If you are exploring ways to make a personal, meaningful,...

Legacy in Action: Gifts of Stock

Gifts of Appreciated Stock—A Smart Way to Give Appreciated stock, held for more than one year, can be the ideal choice for individuals who want their charitable gifts to make the biggest impact for the lowest possible cost. The secret ingredient: double tax benefits....

Legacy in Action: The Nuts and Bolts of Donor-Advised Funds

A Current Gift that Preserves Future Flexibility A donor-advised fund (DAF) is a contractual relationship between a donor and a sponsoring organization. The donor makes a charitable contribution to the sponsoring organization, which then owns the assets and...

Legacy in Action: Making a Difference

You Can Make A Difference Big donations tend to make the news. Fortunately, gifts that don’t make the news still make a big difference. Millions of dollars can certainly change lives, but you can make an important impact on a meaningful mission with much less....