Lutheran Foundation of the Southwest
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Living Trusts
Life Income AgreementsDisplayed
Life Income Agreements: Charitable Remainder Unitrust
Life Income Agreements: Charitable Remainder Annuity Trust
Life Income Agreements: Charitable Gift Annuity
Life Income Agreements: Charitable Lead Trust
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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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Lutheran Foundation of the Southwest
Giles Lane and U.S. 290 East
P.O. Box 140007
Austin, TX
78714-0007

800-424-0447
512-272-8531
fax 512-272-8538

info@lfsw.org