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Charitable Gift Annuity

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.

Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
TU
Charity image

Benefits of a charitable gift annuity

  • Receive fixed payments for you and/or another annuitant you designate for life
  • Receive a charitable income tax deduction for the charitable gift portion of the annuity
  • Benefit from payments that may be partially tax-free
  • Further the work of Trout Unlimited with your gift

How a charitable gift annuity works

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.

  1. You transfer cash or property to NGAF and designate the remainder to Trout Unlimited.
  2. In exchange, you receive fixed payments for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
  3. You will receive a charitable income tax deduction for the gift portion of the annuity.
  4. You also receive the satisfaction of knowing that you will be helping further TU's mission.

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.

Contact us

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.

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