Charitable Gift Annuities
Charitable Gift Annuities (CGAs) represent a sophisticated 'win-win' for the legacy-minded donor. They offer an elegant way to champion the causes closest to your heart while securing a reliable, tax-favorable income stream for yourself and your loved ones. Many of our clients prefer the CGA for its uniquely attractive payout rates and the immediate, significant impact it allows them to have on the Tucson community and beyond.
Benefits to you include:
Payments can be made as you prefer on an annual or quarterly basis.
A portion of the payout may be tax-free depending on how you structure your gift.
You may receive an immediate tax receipt for a portion of your gift.
Your gift passes to The Navigators outside of the estate process.
You create your legacy of discipleship with The Navigators.
Charitable Remainder Trusts
Maximize your wealth by transforming idle assets or cash into a powerful income stream for you and your family. By funding a Charitable Remainder Trust, you unlock an immediate income tax deduction and shield your gains from heavy taxation. Once your lifetime income needs are met, the remaining assets fulfill your philanthropic vision, ensuring your impact continues for generations.
Benefits to you include:
You receive income for life for you or your heirs.
You receive a charitable income tax credit for the charitable portion of the trust.
You create your legacy of discipleship
Starting at $25,000, a Life Income Gift allows you to make a visionary impact today without sacrificing your financial security tomorrow. By creating a partnership with us, you’ll receive a reliable stream of payments for life—and potentially significant tax benefits—while ensuring that your values live on through our work for generations to come.
Get in touch with our Gift Planning Team
Learn about special projects that align with your interests.
Structure a donation that maximizes benefits for you and your loved ones.
Stay up to date on how your gift is used.
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