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Charitable Remainder Trust: A combination of a gift and investment plan. You place assets in trust, and you (and/or another beneficiary) receive lifetime income from them – then the Foundation receives the remainder. With a charitable remainder trust, the amount you receive as income is a set percentage of the value of the trust assets, re-determined annually. You also have the option of choosing one of five (5) variations of charitable remainder trust. A charitable remainder trust with a net income plus makeup provision, for example, pays only the actual trust yield, even if it is below the stated percentage. Then in later years, when the beneficiary needs more income, the trustee can invest the assets to generate a higher return and make up earlier deficiencies. Charitable Remainder Annuity Trusts: A charitable remainder annuity trust will pay, year after year, the same dollar amount you choose at the onset. The income payments are fixed based on the starting valuation. Then after you (or other named beneficiary’s) lifetime and the lifetime of the survivor beneficiary (if desired) the trust remainder is available to support the Foundation’s mission. This option is excellent for devising a supplemental retirement plan. Charitable Lead Trusts: Gives you the ability to pass assets to your family with significant estate tax savings while making a gift to the Foundation. It is called a charitable lead trust. The Foundation will receive the income from assets in the trust for a period of years, after which the principal goes to your family, with estate or gift taxes usually reduced or even eliminated. The lead trust is an exceptional way to transfer property to your children or other heirs at minimal tax cost. It is ideal if you are willing to forego investment income on an asset but do not want to have estate taxes reduce the principal passed to heirs. With a lead trust, you carry out your philanthropic plans over the coming years and save on taxes.