Planned Giving at Elim Park

Gifts that Give Back for a Lifetime
elimpark-giving-01-optCharitable Gift Annuities: Guaranteed Income and Tax Benefits

A Charitable Gift Annuity (CGA) is a simple agreement. Elim Park pays a predetermined fixed amount to you or a beneficiary. CGA's have numerous advantages and tax benefits: ask us about details.

Charitable Remainder Trusts: A Flexible Investment Plan

A Charitable Remainder Trust (CRT) allows you to make multiple gifts which are invested in a trust for growth and income and you and/or other named individuals receive income for life or a term of years. CRT's also have numerous tax benefits — please consult with your tax advisor for more information.

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Gifts from IRAs and other Pension Plans

With careful planning you can avoid tax costs on IRAs and pension plans, which may allow you to make a larger charitable gift than you thought possible, as well as care for your family.

Charitable contributions of retirement plan assets offer significant opportunities for tax savings as part of an overall estate plan. Ask us for our brochure on gifts from IRAs and other Pension Plans for more information.

Gifts of Life Insurance

Many people overlook the value of an insurance policy that is no longer needed but would be included in their estate. Cash value from a small premium can make a life insurance policy an attractive planned gift and can provide certain tax deductions and benefits.

Plan with Care

As with all financial decisions, a planned gift should be designed with care. Elim Park's professionals will work closely and confidentially with you and your advisors to ensure that your gift to Elim Park achieves your individual goals, and expresses your personal vision for our future.

Learn more

To learn more about how you can create a plan that meets your needs and provides lasting support for Elim Park, please contact our Director of Planned Giving at 203-272-3547, extension 172.