Planned Giving
Planned Giving
Gifts That Pay You Income
Payments for your lifetime. What's not to like about a gift that provides fixed payments for you while doing more for the causes you care about most?
Did you know there's a gift to AgeWell Middle Tennessee that provides 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 AgeWell Middle Tennessee are available through gifts that provide payments. These gifts allow you to plan for your financial future while helping AgeWell Middle Tennessee.
The plans described here all have one special thing in common: they produce generous gifts to AgeWell Middle Tennessee. So, while you will receive fixed payments for life or a set period of time, you can provide for yourself and AgeWell Middle Tennessee today and tomorrow.
Charitable Gift Annuity
Offers fixed payments for life with flexible funding options.
Deferred Gift Annuity
Younger donors can make a gift, save for retirement, and lower their taxable income.
Flexible Gift Annuity
A flexible gift annuity offers the benefits of a deferred gift annuity, but with options.
Commuted Payment Gift Annuity
Give a gift of cash or other assets and get fixed, yearly payments for life.
Pooled Income Fund
A gift that offers variable income for you today, with the opportunity for future growth.
Charitable Remainder Unitrust
Offers maximum flexibility with regard to the investment and benefits of your gift plan.
Charitable Remainder Annuity Trust
Offers flexibility to invest and manage your gift, with the security of stable income.