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Charitable Gift Annuity

Are you looking for a secure source of fixed income now or for your future? You may be tired of living at the mercy of the fluctuating stock and real estate markets. One solution is a charitable gift annuity.


Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
CWRU

How it Works

A charitable gift annuity is a contract between you and Case Western Reserve University.

  • You transfer property to CWRU. In exchange we pay you fixed income for life.
  • The fixed income can be quite high depending on your age.
  • A portion of your income stream may even be tax free.
  • You will receive a charitable deduction for your gift of the remainder to Case Western Reserve University and the satisfaction of furthering our mission.

Types of Assets You May Give

  • If you decide to fund your gift annuity with cash, a significant portion of the annuity income will be tax free.
  • You may make a gift of your appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax.

Start Receiving Payments Now with a Current Gift Annuity

If you desire current income, you may transfer property in exchange for our promise to pay you fixed income beginning as early as this year. You will receive a income tax charitable deduction this year for the value of your gift to Case Western Reserve University.

Deferred Gift Annuity for Income at Future Date

Perhaps you are not ready to begin receiving income until a future date, such as when you retire. You can establish a deferred gift annuity, receive a charitable income tax deduction this year and receive payments at a designated future time. Best of all, because you deferred your payments, your annual payment will be higher than with a current annuity.

Contact us about flexible date options for your future income.

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