Charitable Gift Annuity
A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life.
Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
IAS
What are the benefits of a charitable gift annuity?
- You receive fixed payments to you or another annuitant you designate for life
- You receive a charitable income tax deduction for the charitable gift portion of the annuity
- You benefit from payments that may be partially tax-free
How a charitable gift annuity works
A charitable gift annuity is a way to make a gift to support Institute for Advanced Study.
- You may transfer cash or property to Institute for Advanced Study.
- 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.
- You will receive a charitable income tax deduction for the gift portion of the annuity.
If you choose 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.
Contact us
Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity. We would be happy to assist you and answer your questions.