It is possible for annuitants/income beneficiaries to be different people than donors. Please contact a Gift Planner to discuss in more detail.
Charitable remainder trusts can extend for the lifetimes of the income beneficiaries or can extend for a specific period of years (up to 20 years), or a combination of both. Please indicate the term of the proposed trust:
Must be defferred at least 1 year from gift date.If deferred, please begin payments in:
A flexible deferred gift annuity must be deferred at least 1 year from gift date. Deferral window's range cannot exceed 30 years beyond first date within deferral window.
Client may elect payments to begin by: