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Funds Development: Planned Giving: Life Income Gifts


Life Income Gifts

NOW THERE'S SOMETHING WORTH CROWING ABOUT!

Game cockIf you would like to make a significant gift to support the future of Colonial Williamsburg - but need the income your investments provide - you may want to consider a life income gift to The Colonial Williamsburg Foundation for as little as $5,000.

Your contribution, depending on the life income plan you choose, can provide the following benefits:

  • Retained income for your life and, if desired, for the life of your spouse or other beneficiary.
  • A current charitable income tax deduction.
  • Avoidance of capital gains tax.
  • An increased rate of return on highly appreciated, low yielding investments.
  • Professional investment management and diversification.
  • Exclusion of the gift amount from your taxable estate.
  • Satisfaction of making a significant gift to Colonial Williamsburg.

What better way to provide for Colonial Williamsburg's future and your own?

Special Life Income Gifts Include:


For more information
please call the Planned Giving Office
at 1-888-CWF-1776
or e-mail goodwinsociety@cwf.org