Charitable Gift Annuities and Trusts

Which one is right for you?

Charitable Annuities allow donors to get paid to give while Charitable Trusts increase your income and endow the future of Crossroads Rhode Island.

Charitable Gift Annuities

• The donor transfers cash and/or securities to Crossroasd to fund a charitable gift annuity
• The donor receives monthly, quarterly or semi-annual income (a portion of which is tax-free) for their lifetime.
• The donor also receives an income tax deduction based upon the value of the cash or securities used to fund the charitable gift annuity.
• When the contract ends, the remaining balance is used to fund the programs and services of Crossroads Rhode Island.

Charitable Remainder Lead Trust - support Crossroads while remembering your heirs

• Donor transfers cash and/or securities to Crossraods to fund a Charitable Remainder Lead Trust.
• The Trust makes annual payments of a percentage of the trust value each year to Crossroads Rhode Island.
• When the Trust term ends, the remaining principal balance is paid to the donor's heirs.
• Capital appreciation within the Trust is tax-free income to the owner of the Trust.

For more information on any of these types of gifts, please contact Karen Santilli in the Development Office at Crossroads Rhode Island.