Giving and Generating Income
Planned giving is a great way to support Case Western Reserve University while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.
Charitable Gift Annuity
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.
Deferred Charitable Gift Annuity
A deferred gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities. The payments start on a date you choose that is at least one year after you make the gift. If you are doing retirement income planning the new – and higher – annuity rates may make the deferred gift annuity the answer to your charitable and financial planning goals.
Charitable Remainder Annuity Trusts
A charitable remainder annuity trust can provide a dependable income for life while making a significant gift to Case Western Reserve University.
Charitable Remainder Unitrust
A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to Case Western Reserve University. 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.
The IRA Charitable Rollover Gift Annuity Plan
You can now make a Qualified Charitable Distribution in exchange for a charitable gift annuity and receive fixed income for life.