Donor-Advised Fund

A donor-advised fund is essentially a charitable investment account where you get to advise how the funds are used. Donor-advised funds are the fastest growing charitable giving vehicle in the United States because they are one of the easiest and most tax-advantageous ways to give to a charity.

BEQUEST

You can receive potential tax savings for your estate by including the Cameron K. Gallagher Foundation in your will or trust for a specific dollar amount, a percentage of your estate, or another type of provision. You may restrict your gift to a particular area within the Foundation – bequest gifts live on in perpetuity in the CKG’s endowment.

RETIREMENT PLAN ASSETS

Consider leaving your retirement plan assets to the Cameron K. Gallagher Foundation, and give other lesser-taxed assets to your heirs.

CHARITABLE REMAINDER TRUST

A charitable remainder trust allows you or another person to receive payments from the trust for life or for a term not to exceed 20 years. At the end of the lifetime or term, the assets pass to the Cameron K. Gallagher Foundation.

CHARITABLE LEAD TRUST

A charitable lead trust allows you to arrange for the Cameron K. Gallagher Foundation to receive annuity payments from the trust for a period of years. At the end of the trust term, the assets pass back to your beneficiaries.