Establishing a gift annuity accomplishes two unique goals in philanthropy: a contract is made for you, the donor (and another individual if you choose) to receive a fixed payment for life, and a gi...
Secure a guaranteed lifetime income at your retirement with our Deferred Gift Annuity, while also providing the basic needs to the suffering and marginalized around the world.
Important Things to Consider with This Gift ; If you are required to take minimum distributions, you can use your gift to satisfy all or part of your obligation. ; You pay no income taxes on the gift. The transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions. ; Please note that all payments distributed by a Charitable Gift Annuity funded with assets from an IRA will be subject to ordinary income tax.
A gift annuity is an agreement between you and us. When a charitable gift annuity is in place, we agree to pay you fixed payments for your life (and/or the life of your chosen beneficiary). The amount of the annuity is based on the gift amount and age of the annuitant(s) at the time of the gift. A gift annuity can be established with a modest contribution and provides a number of very attractive benefits. You can: What's more, part of your annuity payment may be free of federal income tax for a certain number of years. As a donor, you can selec ...
charitable gift annuity is a gift vehicle that falls into the category of planned giving. [1]... if the charity so offers, it may be deferred to a later date chosen by the donor, or left...
A charitable gift annuity allows you to support Easterseals and receive payments in your retirement years.
Here's how it works... ; You transfer cash or securities to Seton Hall Prep - the minimum suggested gift requirement is $10,000. SHP pays you, yourself and a spouse, or any two beneficiaries you name, fixed payment for life. Beneficiaries are recommended to be at least 65 years of age at the time of the gift. The remaining balance passes to SHP when the contract ends. Receive more income for your money because of higher rates. Receive dependable, cash-flow for life, regardless of fluctuations in...
The interest rate on a CD or other fixed-income investment is low and you would like to increase your cash flow. ; You own appreciated stock or mutual fund shares, have considered selling some of the shares and reinvesting the proceeds to generate more income, but don't want to pay tax on the capital gain. ; You would like fixed payments that are unaffected by interest rates and stock prices and which you cannot outlive. ; You want to assure the continuation of payments to a loved one without the delay of probate proceedings and in a tax-efficient manner.
Benefits of a CGA · How a Charitable Gift Annuity (CGA) Works · Types of Gift Annuities · Learn More · Charitable Gift Annuity Rates for a Single Life*
An annuitant mortality assumption equal to a 45% Male/55% Female blend of mortality under the 2012 Individual Annuity Reserving Table (the 2012 IAR) ; A gross investment return expectation of 5.75% (which is up from the previous return assumption of 5.25%) per year on the charity's gift annuity funds ; An expense assumption of 1% per year.