Deferred Gift Annuity and Charitable Remainder Unitrust

If you are planning for your future retirement, a life income gift can provide you with a current income tax charitable deduction and future retirement income. Either a deferred gift annuity or a charitable remainder unitrust can accomplish this goal.

A deferred gift annuity is a simple contract with WGBH: in exchange for a gift of $10,000 or more, WGBH will pay fixed payments to you for your lifetime. The payments will start at a future date, typically your retirement date. The exact amount of the payments depends on your age and how long the deferral period is before the payments begin. Another person can be named as a second beneficiary.

A charitable remainder unitrust is another type of life income gift. This can be tailored to your very specific personal financial planning needs. A charitable remainder unitrust can be funded with cash, appreciated stock, or real estate; the minimum amount to establish a charitable remainder unitrust is $100,000.

For a complimentary illustration of how a deferred gift annuity or a charitable remainder unitrust might benefit you, please use our confidential reply form.