Give and Receive

There’s a way to give yourself (or your family) an income for life and at the same time ensure that your favorite charities are provided for. Charitable gift annuities and trusts can provide regular income for one or more lifetimes and then support the causes of your choice in the future. 

Guaranteed income for life? An immediate tax deduction? Gifts to your favorite causes? That sounds like a win for everyone!

Contact us to learn about income-producing gifts if any of these sound like you:

1. You or a family member would benefit from an annual income for life.

2. You want to ensure your favorite causes are provided for.

3. You have assets that could provide a stream of income.