Retained Life Estate – You can donate a residence to Dominican Home Health Agency and still retain the right to live there for the rest of your life.

 

Charitable Remainder Trust (CRT) – In the right situation, a charitable remainder trust can provide powerful financial, tax and estate planning benefits.  A CRT is a flexible tool for achieving multiple financial, estate and charitable planning goals.  You make a current, irrevocable gift to the trust while retaining the right to income from these assets. 

 

Charitable Lead Trust (CLT) – A charitable lead trust can provide support for Dominican Home Health Agency, while transferring assets to your heirs with little or no tax.  Typically, a CLT receives assets from your estate for a defined period of time, during which Dominican Home Health Agency will receive trust income payments.  Later, the trust dissolves and the assets pass to your heirs. 

 

Dominican Home Health Agency can offer you sample illustrations of these giving vehicles.  Please contact Gigi Stewart at 303-322-1413 x12 or gstewart@dominicanhha.org