The Children's Aid Society

Testamentary Life-Income Gifts

Click Here for Detailed Explanation

How it works

You write a will or revocable trust directing a bequest to The Children's Aid Society.

You provide that the bequest first create a life-income gift benefiting your heirs.

After their income interest terminates, the remaining balance in the gift passes to The Children's Aid Society.

Benefits

• One estate asset can benefit both Children's Aid and your heirs.
• Resulting charitable estate-tax deduction will lower the cost of providing for children and family.
• Provisions are revocable during your lifetime, increasing your planning flexibility.

More

• To read more detail, click here.

For more information

Email us, complete the personal illustration form, or call us at 212-949-4937 so that we can assist you through every step of the process.

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