Ensuring your own financial security, these options can provide you with life income as well as tax benefits, while also providing Cal-IPC with funds to sustain our mission.
Charitable Gift Annuities and Charitable Remainder Trusts can provide lifetime or fixed year income to you from your estate while contributing to the lasting legacy of Cal-IPC’s programs. If you are considering making a major gift, a “life income gift” can allow you to transfer assets now and give you tax benefits.
These types of life income gifts provide flexible methods that can allow you to avoid taxes, increase your income stream, and provide important support to Cal-IPC. Developed by your attorney or financial advisors through trusts or unitrusts, these powerful tools allow you to pursue your philanthropic goals while guaranteeing that the needs of you and your family are met now and in the future.
(Note that this is general information and is not presented as specific legal or tax advice. Please consult with your tax advisor or attorney on what options are right for you.)
Need more information? Contact Claire F. Meyler, Communications and Development Manager, at firstname.lastname@example.org or 510-843-3902 x310.