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Gift Annuities & Unitrusts

Gift Annuities & Unitrusts

Gift annuities and unitrusts

Gift annuities and unitrusts are powerful financial tools that allow you to support charitable causes while securing income for yourself or loved ones.

Flip CRUT: Consider a Flip Charitable Remainder Unitrust (CRUT) to generate lifetime payments for you or a designated recipient after your property is sold. You’ll receive an income tax deduction based on the present value of the remainder interest and leave a lasting legacy with IU, which will receive the remainder in the trust upon your passing.
DCGA: If you opt for a Deferred Charitable Gift Annuity (DCGA) using your property, you’ll receive a fixed annual income for life for you and another beneficiary as desired. You’ll also gain eligibility for a federal income tax deduction. Plus, you’ll take advantage of potential capital gains tax savings on the property's appreciation.

Questions? Contact our team.

We followed in the footsteps of Christy’s parents, who chose the Jacobs School for their philanthropy, realizing that the arts fall short in charitable giving. They used the CRUT and CGA vehicles to maintain income and allow the remainder to pass on to the institution. Embracing the Jacobs School of Music embodies our own vision on many levels and we are proud to be a part of its future.
Christy Hamlin and Tom Hubbard, used a commercial property from their business to fund a gift of life income to support the Jacobs School