GIFTS THAT PAY YOU
INCOME FOR LIFE
The following types of gifts give you an incredible opportunity to both provide for you and your family’s future, but also leave a lasting legacy of conservation in your community. You’ll be able to enjoy a lifetime of payments and immediately make an impact by conserving open spaces, family farms, and rural landscapes.
CHARITABLE REMAINDER TRUSTS
If you have built a sizable estate and are looking for ways to receive reliable payments, consider a charitable remainder trust. At the end of the trust term, the balance in the trust goes to TRLT. This type of gift may offer you considerable tax benefits as well. There are 2 ways to receive payments:
1. Each year, an annuity trust pays you the same dollar amount you chose at the start. Your payments stay the same, regardless of fluctuations in trust investments.
2. Each year, a unitrust pays you a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is predetermined annually. The size of your payments will depend on the value in the trust.
CHARITABLE GIFT ANNUITIES
There is a way for you to support local conservation, and also feel confident that you have dependable income in your retirement years. You can achieve this win-win scenario through a charitable gift annuity. This type of gift can provide you with regular payments, and also enable Three Rivers Land Trust to continue to conserve open space and critical wildlife habitat across the State. While your payments depend on your age at the time of donation, you can qualify for a variety of tax benefits, including a federal income tax charitable deduction when you itemize.
We Are Here to Assist You!
If you would like to learn more about planned giving options, we would be happy to answer any questions you have. Please consult your attorney and your tax or financial advisors as well. Your attorney or financial advisor can also get in touch with us. All information regarding your charitable contribution will be held in the strictest of confidence.
The information on this page is for educational purposes and not considered tax or legal advice. Please consult with your professional advisor while making charitable plans. Three Rivers Land Trust is a 501(c)(3) nonprofit organization.
204 East Innes Street, Suite 280 Salisbury, NC 28144