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Impact their Lives

Leave a Legacy

Impact their Lives

Leave a Legacy

Charitable Gift Annuity

If you are tired of living at the mercy of the fluctuating stock market, real estate market or even low CD rates, one solution that might work for you is a Charitable Gift Annuity (CGA).

Basically, a charitable gift annuity is a legal contract between you and Boys & Girls Clubs that guarantees you a fixed income stream for life. Typically, the minimum contribution to start a CGA is $10,000 and you must be 60 years old before payments can begin.

A Charitable Gift Annuity can be funded through a cash contribution or appreciated securities/properties. Based on how the CGA is funded, you may qualify for an immediate charitable tax deduction or avoid capital gains tax on the sale of appreciated properties. A portion of the fixed payment you receive may also be tax-free based upon how the CGA was funded.

A ‘deferred’ Charitable Gift Annuity can be established at any age with the understanding that payments will begin at a more needed time like when you retire.

The American Council on Gift Annuities (ACGA) reviews and sets the rates that most charities use in issuing charitable gift annuities. The older a person is, the higher rate of return he/she will receive for their CGA. Also, whether the CGA is for one person vs. two people, i.e., a couple, will affect the rate of return as well.

Here are more details about Charitable Gift Annuities.

Stocks (Securities)

IRA Charitable Rollover

Donor Advised Funds

Real Estate

Bequests

Life Insurance

Retirement Funds

Gifts that Pay You Income

Ways to Give Smarter

Good vs. Bad Assets

Request our Free Estate Planning Guide

Because our organization believes so strongly in the importance of you having a Will that honors your wishes and protect your family, we have a FREE Estate Planning Guide that we will send you. The guide is a thorough step-by-step review of things to consider when creating your estate plan. It will save you valuable time and resources by helping prepare important documents and information before meeting with your professional advisors.

Simply send your email or physical mailing address to Phillip Deal at pdeal@bgccf.org and request your copy. Phil can also be reached at 407-841-6855, ext. 103. 

Contact Us

For any questions, details and more information about Planned Giving, please contact Phillip Deal, Director of Major & Capital Gifts at pdeal@bgccf.org or 407-841-6855, ext. 103.

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