CHARITABLE GIFT ANNUNITY

A charitable gift annuity provides a guaranteed fixed income for the rest of the annuitant(s) life. The amount of the annuity (annual income) is determined by the amount of the gift and the age or life expectancy of the person(s) who is to receive the annual income.

Arrangements such as a charitable gift annuity can be quite complex. We strongly recommend that you speak with a board-certified estate planning attorney and potentially additional tax advisors when setting up this type of estate plan.

Benefits of a Charitable Gift Annuity

  1. Income stream for the rest of your life.
  2. May secure income for survivors.
  3. Immediate (partial) tax deduction, based on your life expectancy and the anticipated income stream.
  4. Potential for a portion of the income stream to be tax-free.
  5. Income is not affected by fluctuations in the economy.
  6. Reduced or eliminated capital gains tax liability for gifts of appreciated securities and personal property.

APPRECIATED SECURITIES
CHARITABLE LEAD TRUST
CHARITABLE REMAINDER TRUST
DONOR ADVISED FUNDS
IRA ROLLOVER
WILLS AND BEQUESTS
PLANNED GIVING HOME