Gift Planning
Planned Giving

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Tuesday April 23, 2024

News

Thank you for your interest in Delta Waterfowl Foundation. Our hope is to serve you and your family with helpful information. More
Gifts with Life Income
Personal Planner
Gifts with Life Income
Many friends of charity have acquired appreciated property over time. A...
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No IRS Victory Lap on Direct File
Washington News
No IRS Victory Lap on Direct File
On April 16, IRS Commissioner Daniel Werfel spoke before the Senate Finance...
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Choosing a Retirement Community
Savvy Living
Choosing a Retirement Community
Can you help me find retirement communities that offer a range of housing...
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Gifts That Pay You Back

Charitable Remainder Unitrust
You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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Charitable Lead Unitrust
You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.