Life
income plans enable a donor to make a substantial gift while
retaining an income stream from the gift. Under these
plans, you irrevocably transfer assets to the Wisconsin
Environmental Education Board. In return,
you will receive income for your lifetime, or the lifetimes of
other beneficiaries you designate. At the end of the
surviving beneficiary's lifetime, the remaining assets will be
used by the WEEB in accordance with the donor's
wishes, as expressed when the gift was made.
These plans
offer attractive benefits. A portion of the gift's
value, depending upon the terms of the trust and the ages of
the income beneficiaries, is a tax-deductible contribution. You could actually increase your spendable income
through careful planning of a life income gift. There
are also gift tax and estate tax benefits. The life
income plans include charitable remainder trusts and gift
annuities.
Other Giving Options
Bequests
Life
Insurance
Matching
Gifts
Real Estate
Stock/Bonds/Securities
