About Charitable Gift Annuities
If you’re looking for a way to maintain your current lifestyle, increase your financial security and lower your taxes, consider creating a charitable gift annuity. You will receive fixed annual payments for as long as you live.
If you are under 65, you may want to consider a deferred charitable gift annuity, where payouts start after you reach a specified age.
Alpha Chi Omega Foundation partners with National Gift Annuity Foundation, the country’s largest provider of charitable gift annuities, to provide this giving option to our donors in the most secure way.
Benefits
- A portion of your gift qualifies for an immediate income tax deduction
- Annuity payments are guaranteed for life, backed by a reserve and the assets of National Gift Annuity Foundation, the country’s largest provider of gift annuities
- Annuity payments are partially tax free, making them more valuable than fully taxable income of the same size
- The Alpha Chi Omega will receive the residual of the annuity upon your death, creating a legacy impact in your memory
How it works
- The Foundation will work with you to establish an annuity contract with National Gift Annuity Foundation. You’ll transfer cash or securities to NGAF as outlined in the agreement.
- NGAF will invest the assets and pay you (or up to two annuitants) fixed income for life, with the amounts dependent on the size of the transfer and the age of the annuitants.
- The remaining funds pass to us when the contract ends, creating a meaningful impact.
Learn more about Charitable Gift Annuities
Consult with a qualified estate planning attorney and a financial advisor to determine if this is the right option for you.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Marsha Grady
Title :Chief Development Officer
Phone: 317-579-5050 ext. 0274
Direct: 317-981-2790
Email: mgrady@alphachiomega.org
Already included us in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Popular tax-smart gifts
Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.