The Charitable Gift Annuity
The most popular way of making a planned gift to Hamilton is also the easiest.
-
With a simple contract you make a gift to Hamilton and receive fixed quarterly payments for life.
-
The annuity rate depends on the number (up to two) and age(s) of the annuitants.
-
You receive the benefits of an immediate income tax deduction.
-
A portion of your payment may be a tax-free return of principal.
-
If you contribute appreciated stock, you save capital gains tax.
Planning Pointer
-
For donors aged 50 to 65, a deferred payment charitable gift annuity is preferable with payments beginning at a later date.
To determine your annuity rate, view the planned giving calculator.
