Income For Life

Many donors think of charitable giving as an outright gift—but there are also ways to support the causes you care about while receiving income for yourself or a loved one. This session introduces two of the most common life-income giving tools: Charitable Remainder Trusts and Charitable Gift Annuities

You’ll learn how these strategies can allow appreciated assets to be sold without immediate taxation, create reliable cash flow, reduce estate taxes, and provide meaningful support to nonprofits—often at a lower cost than an outright gift. We’ll focus on how these tools work, when they make sense, and how they can help align your financial goals with your long-term charitable intentions.

Featuring:

Lauren Corman, Attorney at Corman Law Offices

Kea Gorden, Community Foundation Chief Philanthropy Officer

All Generosity Forum events will be held at the Community Foundation building in Aptos.

We hope to see you there!