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Life Income Agreements enable a donor to receive a steady income stream for
life or a set number of years from appreciated assets that may have been producing little or no income for the donor. Lutheran Foundation of the Southwest focuses on four types:
- Charitable Remainder Unitrusts (CRUT)
- Charitable Remainder Annuity Trusts (CRAT)
- Charitable Gift Annuities (CGA)
- Charitable Lead Trusts (CLT)
These irrevocable agreements offer favorable tax treatments to the donor. Click the links above to learn which Life Income Agreements might be best for you.
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