Giving Toolkit | Give & Receive

Help your clients give to charity while providing for themselves and their family at the same time.

Charitable Gift Annuities

A simple way to make a gift to charity, receive an immediate tax benefit, and receive a fixed annuity payment for life.

PDF Link HCF Charitable Gift Annuities Information Sheet

PDF Link Charitable Gift Annuity Agreement

Charitable Remainder Trust

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.

Charitable Remainder Trust More Information More Information on Charitable Remainder Trusts

Charitable Lead Trust

An irrevocable trust which allows a donor to make charitable gifts now while transferring assets to beneficiaries later.

More Information on Charitable Lead Trusts More Information on Charitable Lead Trusts

Life Estates

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.

Charitable Lead Trust Information More Information on Charitable Life Estates

Bargain Sales

The sale of a good or service to a charity for less than fair market value.

More Information on Bargain Salesn More Information on Bargain Sales

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