Estate Planning with Charitable Giving in Mind.


Charitable Gift Annuity
How does it work?
– Sign a simple contract whereby The Associated agrees to pay you, or someone you designate, a fixed annuity for life.
– You transfer cash or property to The Associated.

What are the benefits?
– Receive a secure source of fixed payments for life.
– Obtain a charitable income tax deduction for the charitable gift portion of the annuity.
– Benefit from payments that may be partially tax-free.
– Create a legacy gift to The Associated.

Charitable Remainder Trust
How does it work?
– Transfer cash or assets to fund a charitable remainder trust. In the case of a trust funded with appreciated assets, the trust will then sell the assets tax-free.
– The trust is invested to pay income to you or any other trust beneficiaries you select.
– You receive an income tax deduction in the year you transfer assets to the trust.
– The amount that remains in the trust after the term of payments is transferred to The Associated for its benefit.

What are the benefits?
– Receive income for life, for a term of up to 20 years or in some cases, life plus a term of up to 20 years.
– Avoid capital gains on the sale of your appreciated assets.
– Receive an immediate charitable income tax deduction for the charitable portion of the trust.
– Establish a future legacy gift to The Associated.

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