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Charitable Gift Annuity

A Charitable Gift Annuity is both a charitable gift and an annuity that makes payments to the donor. It is less complex than a trust and much easier to establish. A Charitable Gift Annuity can be the perfect solution when someone wants to:
  • Receive quarterly payments 
  • Connect to a cause that matters
  • Earn maximum tax benefits 
  • Preserve your name forever
The annuity is backed by the assets of the Community Foundation of Broward. Payments are sent to the donor in quarterly installments by check or direct deposit. Charitable Gift Annuities are established with an irrevocable gift of cash or other marketable assets. The minimum contribution is $25,000, and the annuitant must be at least 50 years old when the gift is made.
The gift annuity entitles the donor to an immediate charitable deduction based on the size of the gift, age and income tax bracket. You can bypass a portion of the capital gains tax when giving appreciated assets, and a portion of the payments are tax-free.
Deferred gift annuities are also available, and by delaying annuity payments, income from these are often significantly higher.  Our Philanthropic Services department will gladly produce estimates for you upon request.

Click to use our interactive Charitable Gift Annuity Calculator. 

Our Philanthropic Services department will gladly prepare a personal, custom illustration using your specific information upon your request.

This educational illustration is not professional tax or legal advice; consult a tax advisor about your specific situation.

Broward County Inspiring Philanthropy over 25 years