Front diagonal view of Mission House

Legacy Giving

Charitable Gift Annuity—Immediate Payment

Immediate-Payment Charitable Gift Annuity Diagram

How It Works

  1. Transfer cash or other property to The Trustees
  2. The Trustees of Reservations agrees to make payments for the life of one and up to two annuitants (payments are backed by our entire assets)
  3. The balance of the transfer inures to The Trustees

Benefits

  • Payments for life that are favorably taxed
    1. When gift is funded with cash, part of payment will be tax-free
    2. When gift is funded with appreciated property, part will be taxed as capital gain, part will be tax-free, and part will be taxed as ordinary income
  • Federal income-tax deduction for a portion of your gift
  • Gift will provide generous support for The Trustees of Reservations

More Information

Contact Us

Julie Lazarus
Senior Planned Giving Officer
978-338-1172
jlazarus@thetrustees.org

 

The Trustees of Reservations
200 High Street, 4th Floor
Boston, MA 02110

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