Charitable Gift Annuities

A Charitable Gift Annuity is a gift made to a charity (not just cash – it may be an appreciated asset). In exchange for the gift, the charity pays a lifetime income to the donor. The donor’s tax deduction in this case is limited to the difference between the value of the gift and the present value of the annuity interest.

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It is important for the donor to consider that their lifetime income is guaranteed by the financial stability of the ministry. Additionally, there will be a minimum contribution. The annuity rate will depend upon the value of the gift, the interest rate at the time of the gift, and the age of the annuitant(s).

  • Creation, review and implementation of CGA program
  • State-specific tax reporting
  • Strategic analysis of reserve requirements

CGAs are part of our Base Support Package.