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Life Income Gifts

Life Income Gifts include annuities, funds and trusts which support Joslin's research and generate income for you:

Charitable Gift Annuity: A gift annuity is an agreement whereby in exchange for an irrevocable gift of cash or securities, Joslin agrees to pay a fixed sum of money to one or two beneficiaries annually for life.  The annuity payments, paid quarterly, is determined by the ages of the beneficiaries on the date of the gift.  The payments can begin immediately or at a future date, such as retirement.

Charitable Remainder Unitrust or Charitable Remainder Annuity Trust:  A charitable remainder trust allows you to transfer assets into a separately managed trust that will provide you and/or your beneficiaries with payments for life or a specific term of years, after which the remainder is distributed to Joslin.  A unitrust pays a variable amount based on a fixed percentage of the fair market value of the trust assets revalued annually, while an annuity trust pays a fixed dollar amount annually.

If you have questions about any of these Life Income Gifts, please call Patrick C. Schaefer, Director, Planned Giving: 617-309-2563.

To learn about other ways to give, please click here.

Other Types of Planned Gifts

Page last updated: July 29, 2014