Charitable Trusts & Gift Annuities

A charitable trust can provide income for you and/or your spouse while you are living. Thereafter, Care Resource can be named to receive the remainder of the assets. Other charities can be named as principal recipients as well. 

A charitable gift annuity is the gift that gives back. It provides a way to make a gift to your favorite charity and still receive an income for yourself or others. By giving a lump sum (usually $10,000 or more) to Care Resource, you can receive an annual fixed percentage rate of return for life. It's as easy as a bank CD, and it supports Care Resource while providing a guaranteed rate of return.

If you or your advisers have any questions about this information, please contact Care Resource at 305-576-1234 Ext 384, or by email at