Life income plans enable a donor to make a substantial gift while
retaining an income stream from the gift. Under these plans, you
irrevocably transfer assets to the Wisconsin Environmental Education
Foundation. In return, you will receive income for your lifetime, or
the lifetimes of other beneficiaries you designate. At the end of
the surviving beneficiary's lifetime, the remaining assets will be
used by the Foundation in accordance with the donor's wishes, as
expressed when the gift was made.
These plans offer attractive benefits. A portion of the gift's
value, depending upon the terms of the trust and the ages of the
income beneficiaries, is a tax-deductible contribution. You could
actually increase your spendable income through careful planning of
a life income gift. There are also gift tax and estate tax benefits.
The life income plans include charitable remainder trusts and gift
annuities.
Other Planned Giving Options
Bequests
Life Insurance
Matching Gifts
Real Estate
Stock/Bonds/Securities
