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Gifts with Life Income

Gifts with Life Income

What is a Life Income Gift?

Life income gifts provide income to you or your chosen beneficiary for life.  You make a gift to a life income gift vehicle, such as a charitable gift annuity or a charitable remainder trust. Then:

  • You or the named beneficiary receives income for life
  • You receive an income tax deduction for the value of the remainder interest
  • You reduce your estate by the amount of the gift, reducing your estate taxes
  • You escape or reduce capital gains taxes
  • Agnes Scott College receives a significant gift for future growth

For more information, contact Michelle S. Staes, J.D., director of capital gifts and planned giving, at 404.471.5475 or 800.868.8602, ext. 5475 or mstaes@agnesscott.edu.

Please consult with your attorney or accountant on how this general information relates to your specific financial and estate planning situation. The Office of Development is pleased to provide you or your advisors with more detailed information.

Staff

Michelle Staes
Director of Capital Gifts and Planned Giving
404.471.5475
mstaes@agnesscott.edu