Planned Giving

Gifts That Pay You Income

    Gifts That Pay You Income

    Did you know there's a gift to Saint Thomas More Chapel at Yale that returns payments to you? Yes, the IRS allows and encourages these creative plans that can stretch your giving ability. Here’s how they work:

    Some of the best ways to support Saint Thomas More Chapel at Yale are available through life-income gifts. These "Gifts That Pay You Income" help you make a substantial gift to The Chapel while increasing your income.

    The plans described here all have one substantial advantage over investment vehicles you read about elsewhere: they produce generous gifts to Saint Thomas More Chapel at Yale. So, while you will receive income for life or a set period of time, you can provide for yourself and The Chapel today.

    The Benefits

    • A potential increase in the income you are currently receiving from your investments.
    • An immediate tax deduction for a portion of your gift.
    • No capital gains tax due at the transfer of appreciated assets to your gift plan.

    Which life-income gift best fits your needs?

    Charitable Remainder Unitrust
    You want maximum flexibility with regards to the investment and benefits of your gift plan. Learn more about a Charitable Remainder Unitrust.

    Charitable Remainder Annuity Trust
    You want the flexibility to invest and manage your gift plan, and also the security of stable income. Learn more about a Charitable Remainder Annuity Trust.

    The material presented on this Planned Giving website is not offered as legal or tax advice.
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