Charitable Gift Annuity
Tired of living at the mercy of the fluctuating stock and real estate markets? A charitable gift annuity may be right for you. It is a gift made to our organization that provides a secure source of fixed payments for life.
Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
Legacy Deo
Benefits of a charitable gift annuity
- Receive fixed payments for life, either to yourself or another annuitant you designate
- Receive a charitable income tax deduction for the charitable gift portion of the annuity
- Benefit from payments that may be partially tax-free
- Further the charitable mission of Legacy Deo with your gift
How a charitable gift annuity works
- You transfer cash or property to Legacy Deo.
- We issua a contract promising to pay fixed payments for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
- You will receive a charitable income tax deduction for the gift portion of the annuity.
- You also receive the satisfaction of knowing that you will be helping further our mission.
If you fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax. Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity.
Contact us
If you have any questions about charitable gift annuities, please contact us. We are happy to assist you and answer your questions.