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Charitable Gift Annuities (CGA)

Like any other annuity, a Charitable Gift Annuity provides a guaranteed, fixed payout each year to a beneficiary for the remainder of a donor’s life based on that beneficiary’s age in exchange for a lump sum upfront to the charity organization.

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Benefits

  • A Charitable Gift Annuity can generate a current tax deduction and shield assets from estate tax.

  • This type of annuity can serve as a contract between you and the charity; no separate trust is required.

  • The CGA can generate income from appreciated assets while deferring capital gains tax.

Gift annuities are easy, convenient, and reliable.

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Always speak to a financial advisor or attorney regarding financial matters.

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Learn More

For more information on a Charitable Gift Annuity, contact John-Paul Reiger at National Christian Foundation Southwest, jpreiger@NCFgiving.com or call (505) 314-3400.

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