A charitable gift annuity provides you with fixed, annual payments for as long as you live, an immediate income tax deduction and the satisfaction of making a generous gift to MALT. Gift annuities can supplement retirement income with no surprises. And, if you fund your gift annuity with long-term appreciated securities, you won’t owe capital gains tax on any associated gain.
A charitable remainder trust allows you to bypass the capital gains tax on the sale of appreciated assets (like real estate and securities) and receive lifetime income, an immediate tax deduction — and the satisfaction of making a significant future gift to MALT.