Help your clients give to charity while providing for themselves and their family at the same time.
A simple way to make a gift to charity, receive an immediate tax benefit, and receive a fixed annuity payment for life.
HCF Charitable Gift Annuities Information Sheet
Charitable Gift Annuity Agreement
CGA Disclosure Statement
A tax exempt irrevocable trust that provides income to the beneficiaries for a specified period of time and upon termination the remainder assets are left to one or more designated charities.
More Information on Charitable Remainder Trusts
An irrevocable trust which allows a donor to make charitable gifts now while transferring assets to beneficiaries later.
More Information on Charitable Lead Trusts
A gift of a remainder interest in real property to a charity with a retained right to use the property for a specified term. The donor receives a tax deduction for the present value of the remainder interest.
More Information on Charitable Life Estates
The sale of a good or service to a charity for less than fair market value.
More Information on Bargain Sales