Gifts that Help You Secure Additional Income

Charitable Trusts and Charitable Gift Annuities provide income to you and others while providing funds to help preserve Drayton Hall for future generations.

Charitable Remained Annuity Trusts and Unitrusts

If you make a planned gift by way of a charitable remainder trust, you'll transfer money, securities, or other assets to a trust that pays you or a loved one an income either for a specified period of years or for life. Then at your death or at the death of your beneficiary, the remaining principal in the trust would pass to Drayton Hall. With an annuity trust, you'll receive the same fixed amount each year — ideal if you want to be able to count on a certain amount-whereas with a unitrust, you'll receive a percentage of the trust's assets as they are valued on an annual basis — ideal if you want to create a hedge against inflation. With either type of charitable remainder trust, you'll receive an immediate income tax deduction in the year you fund the trust and other potential tax benefits as well.

Charitable Gift Annuities

A charitable gift annuity is a gift to Drayton Hall that provides you with fixed income, either immediately or at an agreed-upon future date. Such gifts are very popular because of the high rate of return, which will never change after a gift is made, regardless of interest rate fluctuations, and because they are so simple to establish.

You may fund your charitable gift annuity with cash or with appreciated stock or mutual funds. Once you decide to create such a gift, you'll enter a contractual agreement with Drayton Hall. In doing so, you'll receive an immediate income tax deduction on a substantial portion of your gift and secure that fixed payment for yourself or yourself and a loved one for life.