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LIFE CARE FUNDING

A Life Insurance policy can be converted into a Long Term Care Benefit Plan in as little time as 30 days to start making monthly, tax-free payments directly to the care provider of choice.

CHARITABLE GIFT ANNUITY

A charitable gift annuity provides fixed payments to you for life in exchange for your gift of cash or securities to the institution of your choice.

DEFERRED CHARITABLE GIFT ANNUITY

A deferred charitable gift annuity provides fixed payments to you for life in exchange for your gift of cash or securities. The payments start on a date you choose that is at least one year after you make the gift.

CHARITABLE REMAINDER ANNUITY TRUST

A charitable remainder annuity trust can help you maintain or increase your income for life while making a significant gift to the institution of your choice. The trust payments are the same amount each year, offering the security of fixed income.

CHARITABLE REMAINDER UNITRUST

A charitable remainder unitrust can help you maintain or increase your income. If your unitrust grows, your payments will grow too, providing a hedge against inflation.

CHARITABLE LEAD ANNUITY TRUST

Make a gift to the institution of your choosing in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.

RETAINED LIFE ESTATES

Your home is one of your most valuable assets. With a retained life estate, you can give your home as a gift, receive immediate tax benefits, but continue to live in it for as long as you wish without changing your living situation.