Gifts That Pay You
You Give. You Receive.
Let us help make your charitable gift dollars work for you and for us. Here are some options:
Charitable gift annuities
A charitable gift annuity is a contract between you and a charity in which the charity, in exchange for a transfer of assets from you, agrees to pay you a fixed amount to you for a lifetime.
Charitable remainder trusts
This gift is a mechanism by which you transfer assets into a trust which provides you with tax advantages while also enabling you to receive an income based on those assets. At the end of the payment term, the remaining assets are transferred to the designated charity or charities.
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Gifts That Pay
Your payments depend on your age at the time of the gift. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.