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Hamilton Plans Newsletters

Ben Madonia '74
866-729-0317
315-859-4648 (fax)

Fall 2007

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.