Charitable Gift Annuity

A Benefit of Aging


Charitable Gift Annuity Diagram

How it works

How it Works 1

You transfer cash or securities to .

How it Works 2

pays you, or up to two annuitants you name, fixed income for life.

How it Works 3

The principal passes to when the contract ends.


  • You receive an immediate income tax deduction for a portion of your gift.
  • Your annuity payments are guaranteed for life, backed by a reserve and the assets of .
  • Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
  • You can have the satisfaction of making a significant gift that benefits you now and later.


For more information

Email us, complete the personal illustration form, or contact the charitable estate planning representative in your area so that we can assist you through every step of the process.