Trusts/Life Income Gifts

Gift Annuities
The Charitable Gift Annuity is a simple contract between the donor and the charity. It gives the donor the opportunity to make a charitable gift while maintaining a stream of income for life. Under this arrangement, a donor transfers a financial … more>>>

Charitable Remainder Trusts
A charitable remainder trust (CRT) pays the donor, and/or another beneficiary, either a fixed or variable income for the beneficiary’s life or for a fixed-time period, not exceeding 20 years, or a combination of the two. When the trust time … more>>>

Charitable Lead Trusts
A charitable lead trust is the reverse of a charitable remainder trust. With a charitable lead trust, which can be created by will or trust, donors can stipulate that an annuity or unitrust payment be made to a charitable organization for a specified … more>>>

Pooled Income Funds
Pooled income funds are gift arrangements through which a donor makes a gift to a charitable organization and receives lifetime income in return. Similar to mutual funds, pooled income funds are trust funds in which the contributions of several … more>>>

Leaving a Legacy, Giving a Gift for Life

Planned Giving Options
A planned gift is a gift or commitment made in the present, with the benefit to Mercy Medical “deferred” until a future date. Planned gifts fall under three major categories.
Bequests, Trusts/Life Income Gifts and Non-cash gifts.

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