Explore the benefits of lifetime income and significant tax savings. Charitable Remainder Trust Charitable Gift Annuity Deferred Gift Annuity There are several plans you can use to transfer assets to Native Forest Council, while guaranteeing income (for either a set number of years or an entire lifetime) to you and/or your beneficiaries. Once the term of the annuity ends, or the beneficiary has passed away, the assets are transferred to Native Forest Council. Through gift annuities, you can pass on a legacy of public lands protection for future generations, while enjoying lifetime income, as well as tax, estate planning and financial benefits. When you establish an annuity trust, you enjoy an immediate federal income tax deduction. If your assets have appreciated, you also avoid capital gains taxes. Charitable Remainder Trust: When establishing a charitable remainder trust, you transfer assets (cash, securities or property) to a trust. The trust then provides you or an established beneficiary with a fixed income, based on a percentage of the assets. When you establish the trust, you enjoy an immediate federal income tax deduction for part of your gift. If the assets have appreciated, you can also avoid capital gains taxes. Charitable Gift Annuity: A charitable gift annuity is a simple contract between you and Native Forest Council. In exchange for your gift, Native Forest Council agrees to provide you and/or a beneficiary with a fixed income for life. The annuity provides you with an immediate payout, a charitable tax deduction in the year of the gift and tax-free income on a portion of the payout. Deferred Gift Annuity: A deferred gift annuity allows you to begin contributing to the Council before retirement and begin receiving a guaranteed income at the age of retirement, usually 65. The deferred gift annuity provides you with a tax deduction for the year the gift is made. Email us with questions at: trust@forestcouncil.org Native Forest Council: 541.688.2600 POB 2190, Eugene, OR. 97402 **be sure to contact your personal financial consultant for details**