Pooled Income Fund
You are comfortable with variable income today and the opportunity for income growth in the future. Learn more about a Pooled Income Fund.
Gifts That Pay You Income
Did you know there's a gift plan that allows you to provide for the Lord's work through Diocese of Worcester, while at the same time returns payments to you? Yes, the IRS allows and encourages these creative plans that can stretch your giving ability. Here's how they work:
Some of the best ways to support our ministry are available through life-income gifts. These "Gifts That Pay You Income" help you make a substantial gift to Diocese of Worcester while increasing your income!
The plans described here all have one substantial advantage over investment vehicles you read about elsewhere: these plans produce generous gifts to Diocese of Worcester. So, while you will receive income for life or a set period of time, you can provide for yourself and support Kingdom work.
The Benefits
- A potential increase in the income you are currently receiving from your investments.
- An immediate tax deduction for a portion of your gift.
- No capital gains tax due at the transfer of appreciated assets to your gift plan.
Which life-income gift best fits your needs?
Charitable Remainder Unitrust
You want maximum flexibility with regard to the investment and benefits of your gift plan. Learn more about a Charitable Remainder Unitrust.
Charitable Remainder Annuity Trust
You want the flexibility to invest and manage your gift plan, and also the security of stable income. Learn more about a Charitable Remainder Annuity Trust.
