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Gifts That Pay You Back
Charitable Bargain
Sale
This part-gift/part-sale gives you a charitable deduction plus
cash.
Charitable Gift
Annuity - Immediate
Receive a fixed payout and significant tax benefits.
Charitable Gift
Annuity - Deferred
Recommended for younger donors to build retirement earnings for
the future.
Pooled Income Fund
Give cash or securities, receive an income tax deduction, avoid
capital gains tax on the transfer and secure lifetime income.
Remainder
Annuity Trust
Make a large gift and receive a fixed-income payout each year.
Remainder Unitrust
Make a large gift and create a flexible source of retirement income.
THE ASSOCIATED
101 W. Mt. Royal Avenue
Baltimore MD 21201
410-369-9228 | Fax: 410-837-1342
Email: mfriedman@associated.org
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