A charitable gift annuity is a great way to supplement your income, reduce taxes, and support BBBSA.  If you are age 60 or older, you can provide yourself with high, fixed payments for life with a “charitable gift annuity.”  You make a current, partially tax-deductible gift of cash or stock and receive payments for life, regardless of the market, economy, or interest rates, all while supporting BBBSA.

When you establish a gift annuity, your gift will provide:

• A charitable income tax deduction (for the present value of the charitable gift)
• Fixed lifetime payments to you and/or another individual based on the age(s) of the recipient(s)
• Capital gain tax savings when you use appreciated securities to fund your gift
• Support for the purpose you designate when payments end

Charitable Gift Annuity Rates*

*Rates are subject to change

Sample $25,000 Gift Charitable Gift Annuity

*A portion of the payment is usually tax free

5 Benefits of Establishing a Charitable Gift Annuity Before Year-End

1. Income tax deduction
2. Fixed lifetime payments
3. Partial tax-free payments
4. Capital gain tax savings when you use appreciated securities to fund your gift
5. Gift to support BBBSA