Life Income Gifts

The US Congress intentionally included in the tax law incentives to encourage Americans to support their favorite charities. A life income gift is an excellent way to leverage the tax law incentives in order to support WGBH while also planning for the future needs of yourself and your family.

How can a life income gift benefit me?
How can a life income gift benefit my loved ones?
How do life income gifts benefit WGBH?

WGBH's Planned Giving staff will help you explore the options so that you can decide what's best for your particular financial objectives. Please feel free to contact mary_moran@wgbh.org, or 800-220-7122.

How can a life income gift benefit me?

• If you are retired, a gift annuity can help increase your current income.
• If you are still working but are planning for your future retirement, a charitable remainder unitrust or deferred gift annuity might help you to set aside for future retirement needs.
• You will receive an income tax deduction for roughly 20 to 40% of the gift amount.
• You can significantly reduce the capital gains tax on gifts of appreciated assets.

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How can a life income gift benefit my loved ones?
You can name another person, such as a spouse, sibling, or significant other, as a second beneficiary of a life income gift. The life income gift can be established now or under your will.

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How do life income gifts benefit WGBH? Approximately 80 individuals have established life income gifts with WGBH as the charitable remainder beneficiary. Ultimately, the remainder of these gifts will be added to the WGBH Endowment, ensuring WGBH's ability to inform, inspire, and entertain future generations. We are very grateful to the generosity and foresight of these individuals.

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