Charitable Gift Annuity—Immediate Payment

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How It Works

  1. Transfer cash or other property to Saint Rose
  2. Saint Rose guarantees to make lifetime payments for up to two annuitants

Benefits

  • Guaranteed payments for life that are favorably taxed 
    1.  When gift is funded with cash, part of payment will be tax-free
    2.  When gift is funded with appreciated property, part will be taxed as capital gain, part will be tax-free, and part will be taxed as ordinary income
  • Federal income-tax deduction for a portion of your gift
  • Gift will provide generous support for Saint Rose

Next Steps


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