Annuities and Trusts
Planned Giving
Charitable Gift Annuities
With a Charitable Gift Annuity, you transfer cash or appreciated property to LMM and in return, you receive fixed payments for the rest of your life (rates are determined by your age). It’s a meaningful way to align your financial goals with your commitment to LMM’s mission.
Charitable Remainder Trust
A Charitable Remainder Trust (CRT) is an irrevocable trust that allows you to provide income for yourself or loved ones while making a significant future gift to LMM. It’s an excellent way to support LMM’s mission while enjoying financial and tax benefits.
Charitable Lead Trust
A Charitable Lead Trust (CLT) provides financial support for LMM now, while potentially reducing the tax cost in transferring assets to beneficiaries in the future.
A lead trust holds assets for a lifetime or for a term of years and pays annual income to benefit LMM with remaining assets eventually going to family or other beneficiaries. LMM may accept a designation as income beneficiary of a charitable lead trust, but will not accept an appointment as Trustee of a charitable lead trust.
