Charity Annuity
Pick a Charity instead of a For-Profit for your Annuity
Pick a Charity instead of a For-Profit for your Annuity
Finding the Best Annuities that Meet
Your Retirement Goals & Support
Your Favorite Charities
Finding the Best Annuities that Meet
Your Retirement Goals & Support
Your Favorite Charities
Your Charity Annuity Experts
For Planned Giving Managers,
Financial Advisors & Investors
Your Charity Annuity Experts
For Planned Giving Managers,
Financial Advisors & Investors
Empowering Your Community
Through Your Estate Planning
Empowering Your Community
Through Your Estate Planning
Choosing a charitable organization for an annuity, rather than a for-profit company, offers unique financial and philanthropic benefits.
A charitable gift annuity provides a steady income stream for life, just like traditional annuities, but also allows you to support meaningful causes after your passing. These annuities often come with significant tax advantages, including potential income tax deductions and reduced capital gains taxes when funded with appreciated assets.
Additionally, the remaining balance of the annuity goes directly to the charity, creating a lasting legacy and furthering its mission.
Unlike for-profit annuities, this option combines retirement planning with the satisfaction of contributing to a cause you care about, making it an attractive choice for those seeking both financial security and social impact.
A charitable gift annuity provides a steady income stream for life, just like traditional annuities, but also allows you to support meaningful causes after your passing. These annuities often come with significant tax advantages, including potential income tax deductions and reduced capital gains taxes when funded with appreciated assets.
Additionally, the remaining balance of the annuity goes directly to the charity, creating a lasting legacy and furthering its mission.
Unlike for-profit annuities, this option combines retirement planning with the satisfaction of contributing to a cause you care about, making it an attractive choice for those seeking both financial security and social impact.