Life Income and Other Planned Giving

Life income and other planned gifts create “win-win” opportunities for individuals and local charities. These may be created during one’s lifetime or by bequest. In most cases, the Foundation’s size, permanence, flexibility, and knowledge of local needs can provide value-added service to individuals considering this option.

Most commonly used are these five life income and planned giving options:

1. Charitable Gift Annuity Trust
2. Charitable Remainder Annuity Trust (CRAT)
3. Charitable Lead Annuity Trust (CLAT)
4. Life Estate
5. Life Insurance

Should you wish to further explore any, or a combination, of these options, we invite you to contact the CFWC directly. Our Executive Director would be glad to provide you with further information, and would work closely with you, your accountant and/or financial advisor, in fulfilling your charitable intentions.


Establish a Donor Advised Fund Establish a Donor Advised Fund (608 KB)

Establish a Restricted Fund Establish a Restricted Fund (612 KB)

Establish a Scholarship Fund Establish a Scholarship Fund (606 KB)

Establish an Unrestricted Fund Establish an Unrestricted Fund (483 KB)