Charitable Gift Annuities

A charitable gift annuity offers a meaningful way to support the causes you care about while also receiving reliable income for life. This e-booklet explains how gift annuities work—from establishing payments and understanding available tax benefits to exploring options like deferred income for future retirement needs.

It also highlights how gift annuities can be funded through a variety of assets and tailored to fit different financial goals and life stages. With the potential for fixed lifetime payments, partial tax-free income, and immediate charitable impact, this strategy can provide both financial security and lasting purpose.

Whether you’re looking to supplement your retirement income or make a lasting difference through your giving, this guide offers a clear, practical overview to help you determine if a charitable gift annuity is right for you.