Planned Gifts offer donors opportunities to join their charitable interests with personal financial objectives. Donors can use a variety of assets, including securities, insurance, or real estate. The resulting gift plans can produce attractive income streams and a variety of tax benefits. Our development staff can help you to align your interests with
Holy Redeemer’s mission and services, and will assist you and your advisors in planning a gift that works for you.
- Charitable Gift Annuity - A Charitable Gift Annuity can provide you with a permanent lifetime income. You can create a charitable gift annuity in the amount of $10,000 or more and receive annuity payments of up to 9.5 percent, depending on your age. At your death, any funds remaining become a legacy gift to Holy Redeemer programs and services.
- Charitable Trusts - Charitable Trusts can help you derive income and tax benefits from various types of property, or diminish taxes on assets passing to your heirs. These trusts offer great flexibility to meet a range of personal and financial situations.
- Retained Life Estate - A Gift with a Retained Life Estate in a primary or vacation residence can alleviate worry over selling your house in the future, even though you make no lifestyle changes now.
For additional information about these and other Planned Gifts, please contact us at 215-914-4000 or via e-mail.