Gifts That Pay You

You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life. To establish a charitable gift annuity, a minimum investment of $25,000 is required.

Benefits of a Charitable Gift Annuity

  • Receive fixed payments to you or another annuitant you designate for life
  • Receive a charitable income tax deduction for the charitable gift portion of the annuity
  • Benefit from payments that may be partially tax-free
  • Further the charitable work of Kent State University Center for Gift & Estate Planning with your gift

If you are concerned about the high cost of capital gains taxs with because of the sale of an appreciated asset, or if you recently sold property and are looking for a way to save on taxes this year and plan for retirement, a charitable remainder unitrust might be the ideal resource for you. To establish a charitable remainder unitrust, a minimum investment of $50,000 is required. 

Benefits of a Charitable Remainder Unitrust

  • Charitable Remainder Unitrust
    Receive income for life, for a term of up to 20 years or life plus a term of up to 20 years
  • Avoid capital gains on the sale of  appreciated assets
  • Receive an immediate charitable income tax deduction for the charitable portion of the trust
  • Establish a future legacy gift to our organization

Please contact us with any questions about a charitable remainder unitrust. 

You may be looking for a way to receive fixed income for life or a number of years. You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes and plan for retirement. A charitable remainder annuity trust may offer the solutions you need. To establish a charitable remainder annuity trust, a minimum investment of $50,000 is required.

Benefits of a Charitable Remainder Annuity Trust

  • Charitable Remainder Annuity Trust
    Receive fixed income for life or a term of up to 20 years
  • Avoid capital gains tax on the sale of your appreciated assets
  • Receive an immediate charitable income tax deduction for the charitable remainder portion of your gift to Kent State University Center for Gift & Estate Planning

If you are seeking a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option.

Charitable Lead Trust

Benefits of a Charitable Lead Trust 

  • Receive a gift or estate tax charitable deduction
  • Pass inheritance on to family at a reduced or zero cost
  • Establish a vehicle from which you can make annual gifts to charity
  • Contact us to discuss minimum funding needed

How a Charitable Lead Trust Works

  1. You make a contribution of your property to fund a trust that pays Kent State University income for a number of years.
  2. You receive a gift or estate tax deduction at the time of your gift.
  3. After a period of time, your family receives the trust assets plus any additional growth in value.

Please contact us with any questions about a charitable lead trust.