You want to make a significant gift to us and receive lifetime income in return.
You want to avoid the capital gains cost of selling appreciated securities.
You appreciate the benefits of mutual-fund investing: a diversified portfolio, professional management, and simplified reporting to you.
You are comfortable with a variable return instead of a fixed income (your payments will be based on the fund's earnings each quarter, and so will fluctuate).
You want your gift to be able to grow for our benefit while it is generating income for you.
For more information
E-mail us, complete the personal illustration form, or call us at (617) 355-8062 so that we can assist you through every step of the process.
