You can help our community’s animals and at the same time receive income for life and the life of your beneficiary. Charitable gift annuities and charitable remainder trusts are both methods of giving that are used by organizations to benefit their programs.
Annuities and trusts are wonderful strategies if you have appreciated assets (typically stocks or property) and you would like to increase your income. Charitable gift annuities are popular because they provide a fixed income to you for life regardless of the market conditions.
A charitable remainder trust is an irrevocable trust that pays you a percentage of the trust’s value on a regular schedule, and if desired, the lifetime of one beneficiary. Upon the donor’s (or beneficiary’s) death, the principle passes to AWA without any estate taxes.
If you would like more information, please download our Planned Giving Brochure.