You can make a gift to Save the Redwoods League that will earn you income for life without compromising your financial goals. Life income gift vehicles such as charitable gift annuities, deferred gift annuities and charitable remainder trusts provide ways to fulfill your financial and philanthropic goals simultaneously.
In exchange for a current contribution of cash or marketable securities, a donor receives a guaranteed fixed income for life. The amount paid to the donor each year (either monthly, quarterly or yearly) is based on the donor's age at the date of the gift. A maximum of two people may benefit, either jointly or successively. A significant part of the gift will pass to Save the Redwoods League, if the League is named to receive the remainder. Although we do not contract with the donor nor issue the charitable gift annuity, several community foundations issue gift annuities that benefit the donor's charity of choice. Please contact us for more information.
Through a charitable remainder trust, the donor transfers cash, securities, or real estate to a trust, which provides the donor or anyone chosen by the donor with an income based on a fixed percentage (at least 5%) of the trust's assets. The terms of the trust can be tailored to the specific financial and philanthropic goals of the donor.
PLEASE NOTE: Save the Redwoods League recommends consulting an attorney when preparing legal documents. LEGAL AND TAX ADVICE: Save the Redwoods League cannot render tax or legal advice, and this information is not intended as such. We recommend that you work with qualified financial and legal advisors who specialize in estate planning.
For more information, contact Sharon Waisman, Major and Planned Gifts Associate, at legacy@savetheredwoods.org or (888) 836-0005 for more information. Please be assured that all gift correspondence and information is kept confidential.