You may feel as if you are living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity can provide you with a steady, secure source of fixed payments for life.
A charitable gift annuity is a way to make a gift to support Trout Unlimited. Charitable gift annuities to support Trout Unlimited are offered through a partnership with the National Gift Annuity Foundation (NGAF) to meet state regulations.
If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax. Please contact us to inquire about other assets, such as real estate, that you might be able to use to fund a charitable gift annuity.
If you have any questions about charitable gift annuities, please contact us. We would be happy to work with you and your advisors to and answer your questions.
Current charitable gift annuity (payments begin within one year). With a current gift annuity, you may transfer cash or property in exchange for the promise to pay you fixed payments beginning as early as this year. You will receive an income tax charitable deduction this year for the value of your gift to Trout Unlimited.
Deferred charitable gift annuity (for payments at future date). Perhaps you prefer to begin receiving payments at a future date, such as when you retire. With a deferred gift annuity, you establish the gift annuity today, receive a charitable income tax deduction this year, but defer the payments until a designated date sometime in the future. Best of all, because you deferred the payments, your annual payment will be higher when the payments start than they would have been with a current gift annuity.
Flexible deferred charitable gift annuity (gives you flexibility as to when the payments will start). With a flexible deferred gift annuity, you retain the flexibility to decide when the annuity will begin making payments. As with a deferred gift annuity, you establish the annuity today and receive a charitable deduction this year, but the payments are deferred until such time as you elect to begin receiving the payments.