Planned Giving

Planned giving is a way for you to support CISA now and long into the future—while enjoying significant income and/or tax benefits.

There are many ways to make a planned gift. Here are some common options:

Bequests

Typically a gift of cash, appreciated securities, or personal property

Retirement Assets

Designation of all or a portion of unspent retirement fund assets

Life Income Gifts

A gift of cash, appreciated securities, or other assets, such as real estate, in exchange for regular income payments for your lifetime or over a fixed period of time

Real Estate

A gift of real estate, allowing you or another person to use the property for life or, with a Charitable Remainder Trust, to generate additional income

Charitable Lead Trust

Income from the trust is paid to the charity for a defined period of time (lifetime or fixed number of years). When the trust terminates, the remaining assets are transferred to individuals named by the donor.

For additional information about planned giving options, please contact Pamela Barnes, Director of Development, at 413-665-7100, ext. 11.