How It Works

Charitable Giving

Access to money with no interest or monthly payments may change the way you think about philanthropy. If you are planning to leave a portion of your estate to a charitable organization, school or university, you can make an advance on that gift and actually see the good that it does.

Supplement your income.

A Charitable Gift Annuity benefits both you and your favorite causes by enabling you to bestow a gift on the charities of your choice and receive additional income for the rest of your life.

Make a difference today.

Generosity is appreciated whenever it is received. However, no longer do the causes that are important to you have to wait until you are gone to receive your help. The REX Agreement allows you to access a new source of funds so that you can make a donation right now.

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Real Possibilities

Ginny and Fred met in college, married, and spent the decades supporting their alma mater. They always intended to leave a portion of their estate to the university’s foundation—but then discovered that they didn’t have to wait. By entering into a REX Agreement they were able to turn home equity into a donation in their lifetimes. Got something to give?

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