Charitable Gift Annuity
What's Your Age?
Use slider bar to select your age at the time of
donation.
donation.
AGE
45
55
65
75
85
95
105
115
125
135
145
155
min
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AGE 2
45
55
65
75
85
95
105
115
125
135
145
155
min
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How Much Will You Give?
You may choose cash, appreciated assets or a
combination of both.
combination of both.
Cash Amount Donated
Appreciated Assets Donated
+
You may choose to defer the start of your payments
to a future date.
to a future date.
*
Your Potential Charitable Income Tax Deduction:
$xxxxxx
Our Yearly Payments to You for Life:
$xxxxxx
Your Estimated Amount to Us:
$xxxxxx
Deductible up to 60% of your adjusted gross income for cash gifts.
Deductible up to 30% of your adjusted gross income for appreciated property owned for more than one year.
Unused amount may be carried over for up to five additional years.
Deduction based on xxxxx payments and a XX% charitable midterm federal rate.
Deductible up to 30% of your adjusted gross income for appreciated property owned for more than one year.
Unused amount may be carried over for up to five additional years.
Deduction based on xxxxx payments and a XX% charitable midterm federal rate.
Payment Rate:
XX%
The payment rate is a fixed amount that will not change from year to year.
Payment Breakdown:
Tax-Free Income:
$X,XXX.XX
Ordinary Income:
$X,XXX.XX
Long-Term Capital Gain Income:
$X,XXX.XX
This payment breakdown applies until you reach your estimated life expectancy, after which the full payment is taxed as ordinary
income.
This is a very general estimation of the amount that will go to us if you reach
your life expectancy.
Please note that the green bars are displayed using a percentage value, rather than a numeric value.
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 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.