A charitable gift annuity provides fixed payments for life in exchange for a gift of cash or securities to Friends of Yad Sarah. With the generous increase in annuity rates effective in 2018 our supporters are showing a renewed enthusiasm for this way to support our work. Gift annuities are easy to set up and the payments you receive are backed by the general resources of Friends of Yad Sarah.
A Charitable Gift Annuity Could Be Right For You If:
- You want to maintain or increase your cash flow, now even more attractive with the new – and higher - annuity rates.
- You want the security of fixed, dependable payments for life.
- You want to save income taxes or capital gains taxes.
- You would like income that is partially tax-free.
- You want to make a generous gift to Yad Sarah.
- You are considering a gift amount of $10,000 or more.
- You are at least 60 years of age.
Deferred Charitable Gift Annuities
A deferred charitable gift annuity provides fixed payments to you for life in exchange for your gift of cash or securities. The payments start on a date you choose that is at least one year after you make the gift.
Deferred gift annuities are easy to set up, and the payments you receive are backed by the general resources of Friends of Yad Sarah for as long as you live.
A Deferred Charitable Gift Annuity Could Be Right For You If:
- You have sufficient income now but want to supplement your cash flow later, for example, when you retire.
- You want the security of fixed, dependable payments for life.
- You want to save income taxes or capital gains taxes.
- You would like income that may be partially tax-free.
- You are considering a gift amount of $10,000 or more.
How it Works
- You make an irrevocable gift of cash, securities, or other property to Friends of Yad Sarah.
- In exchange, Friends of Yad Sarah pays you a fixed amount each year for the rest of your life.
- When your gift annuity ends, its remaining principal passes to Friends of Yad Sarah.
