Life Income GIFT Opportunities

Receive income for life and transform children's lives.


Charitable Gift Annuity

Receive secure, reliable, fixed payments for life for you and/or a spouse when you make a gift of cash or stock.  Part of your payments are received tax-free for a period of years. Payment rates are based on the age of the income beneficiaries at the time of your gift, and currently can be as high as 9 percent. 

Charitable Remainder Unitrust

Transfer cash, securities, or other appreciated property into a charitable trust. You and/or the individuals you choose receive income for life or a term of years. Payments vary with income earned. You can realize a variety of tax savings and have significant flexibility in funding the trust and designating the number of income beneficiaries.

Pooled Income Fund

Donate cash or stock to a fund pooled with gifts from other donors.  The fund issues you units, like a mutual fund, and pays you income based on the rate of return and the percentage of your units in the fund.  Payments vary with income earned.

Your benefits can include:

  • securing a reliable income stream
  • converting non-income producing assets into an attractive income stream
  • increasing income from under-performing stocks or CDs
  • supplementing your retirement income
  • providing income to a spouse, parent, or other loved one
  • receiving a variety of tax benefits including capital gains tax savings on donated appreciated assets

...  later, your gift is used to help children and communities around the world.

To learn more, contact your personal representative, call 1.800.426.5753, or email

Planning Matters
What, when, and how you give makes a difference to both you and the children we serve.