Gift Annuities

(828) 233-2700

Office Phone

A charitable gift annuity is a strategic donation method between a donor and a 501(c)(3) qualified public charity balancing a stream of income for the donor or charity while designating a beneficiary for the remaining.

Charitable Lead Trust

Utilizes assets to make impactful gifts over a period of time then transfers the remaining funds to other beneficiaries, such as family members.

Charitable Remainder Trust

Utilizes assets to provide an annual income to the donor or beneficiaries then transfers the remaining funds to charity.