Life Income Plans

Gift Annuities

1. Try the Gift Calculator
2. Review Sample Agreements (PDF) or (DOC)
3. Contact TPF
4. Consult your Financial Advisors
5. TPF will prepare and deliver Agreement
6. Transfer Cash, Securities or Real Estate (PDF) or (DOC)
7. Receive lifetime income
8. Leave a legacy to provide for ministries of your choosing

Charitable Remainder Trust

1. Try the Gift Calculator
2. Consult your Financial Advisors
3. Contact TPF
4. Consult your Attorney for preparation of the Agreement
5. Transfer Cash, Securities or Real Estate (PDF) or (DOC)
6. Receive lifetime income
7. Leave a legacy to provide for ministries of your choosing

Retained Life Estate

1. Try the Gift Calculator
2. Review Sample Agreements (PDF) or (DOC)
3. Contact TPF
4. Get an appraisal
5. Transfer deed
6. Receive Charitable Income Tax Deduction
7. Live at home and continue to pay for property taxes, insurance and maintenance
8. After your life use and that of any survivor, TPF receives the property outright
9. Leave a legacy to provide for ministries of your choosing

Donor Advised Funds

1. Review Sample Documents (PDF) or (DOC)
2. Contact TPF
3. Transfer Cash, Securities or Real Estate
4. Make suggestions for Distribution of Fund for Ministries that are important to you
5. See your Gifts making a Difference

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Texas Presbyterian Foundation
6100 Colwell Blvd., Suite 250, Irving, TX 75039
214-522-3155 • 1-800-955-3155