Charitable Gift Annuities are powerful tools to receive a steady stream of income guaranteed for life and make a substantial charitable contribution. The annuity can be a single life or two life annuity.

Through a Charitable Gift Annuity, a donor can do the following:

  1. Make a charitable gift – many times 30-40% of the original annuity
  2. Receive a steady stream of income for life
  3. Have 75% of the annuity tax free for a certain period of time
  4. Remove the entire amount of the gift from donor’s estate
  5. If all goes according to plan, donor and the charity will receive an amount approximately the original donation plus earnings

For more information contact Ed Weston

Sample Charitable Gift Annuity RatesSample 70-Year-Old Gift Annuity