Gifts That Pay Income

Make a charitable gift that “gives back” in more ways than one—supplementing your own income in your lifetime while helping Spaulding’s patients find their strength.

There are a variety of ways to support Spaulding that can generate an attractive, reliable income stream for you and your family. Moreover, these special gift vehicles enable you to give more to Spaulding than you otherwise thought possible.

How to Contribute

Common Life Income Options

• Charitable gift annuity: In exchange for your charitable gift of $10,000 or more to Spaulding, you receive a fixed and guaranteed income stream for life, based on the age of those receiving the income.
• Charitable remainder trust: This flexible option pays income to you or your other beneficiaries, either for life or a term of up to 20 years. Payments from a charitable remainder trust could grow over time, depending on a number of factors.

With both of these gift vehicles, donors typically enjoy an income tax charitable deduction equal to a portion of the gift amount, and avoid any up-front capital gains taxes.

Benefit Spaulding Now and Your Heirs Later

• Charitable lead trust: Establishing a lead trust will pay income to Spaulding now with your heirs receiving the remainder in the future. This type of gift can offer significant gift or estate tax savings while having an immediate impact on Spaulding’s patients and families.

We encourage you to consult your own advisors about these life income options. For more information, to receive a sample gift illustration based on your age, or to explore how these gift plans could work for you, please contact John MacRae, Senior Director of Principal and Major Gifts, at (617) 952-6811 or jcmacrae@partners.org.