Charitable Gift Annuity

A charitable gift annuity is an agreement between a donor and a charitable organization like Plan International USA.

In return for a donation of cash, appreciated securities or other property held for more than one year, Plan International USA agrees to pay a fixed payment for life to you and/or to a family member or friend. You may claim a charitable tax deduction for your gift and a portion of the payments may be tax-free. Should you wish to fund a gift annuity with long-term capital gain property, you will have to report only some of the gain, and you may be able to report it in installments over several years.

Deferred Gift Annuity

A deferred charitable gift annuity is usually established by younger donors to supplement future retirement income. Payments begin on an agreed upon date in the future. The deferred gift annuity pays a guaranteed fixed income for life to the donor and/or other beneficiary; annuity income may be partially tax-free; the gift generates a federal income tax deduction; and assets exchanged for the annuity may avoid or reduce federal estate and probate expenses.

Contact us toll free at 1-800-556-7918 and ask to speak with a member of our Planned Giving team for current rates and other information.

Charitable gift anniuties may not be available in all states.

Download our brochure on Charitable Gift Annuities.