Life Income Gifts
Planned giving is a great way to support the nonprofit of your choice while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.
A charitable gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities. The new – and higher – annuity rates announced may make this gift a perfect fit for you.
A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to Community Foundation for Monterey County. The charitable remainder unitrust is highly flexible. You can easily make gifts of assets that are not easily converted to cash using the unitrust. If your unitrust grows, your payments will grow too, providing a potential hedge against inflation.
Vice President of Philanthropic Services