Planned Giving

Other Planned Gift Opportunities:

Include gifts of retirement plan assets, gifts of life insurance and life income gifts.

• Charitable Gift Annuity - is a simple contract between a donar and the Foundation whereby, in echange for your irrevocable gift of cas and/or appreciated maketable securities The Actuarial Foundation agrees to pay you a guaranteed fixed income for life.
• Deferred Charitable Gift Annuity - A deferred charitable gift annuity invloves the current transfer of cash and/or marketable securities to the Foundation, in return for which The Actuarial Foundation agrees to pay you income at a predetermined future date.
• Gifts of Retirement Plan Assets - such as pension plans or IRAs, may allow you to give more than you thought possible, while eliminating taxes that may otherwise largely consume these assets.
• Gifts of Life Insurance - Gifts of policies or proceeds you may no longer need offer excellent tax benefits. Life insurance can also be used to "replace" assets given away, thereby providing for loved ones in addition to your charitable interests.
• Life Income Gifts - can be a tax-effective way to provide you and/or someone you designate with regular payments for life.

It is recommended that interested donors consult with an estate attorney or financial planner as you consider your planned giving strategies.