Charitable Gift Annuity

A charitable gift annuity is a simple agreement in which a donor makes a gift (minimum of $10,000) and receives income-for-life in exchange.

A single gift can create multiple benefits:

• It provides a regular, fixed income annuity for up to two persons' lifetimes.
• There is a charitable deduction for a significant portion of the gift.
• The annuity may be partially tax-free for a period of years.
• If it is funded with appreciated stock, there may be favorable treatment of gains.

The annuity rates are based on American Council of Gift Annuity guidelines.

Find out more: Contact Debbi Gilstein Jaffe, Chief Development Officer at 401-793-2062 or djaffe@lifespan.org or Eric Archer, Planned Giving Specialist 401-423-0083 or PGInfo@lifespan.org.