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Charitable Gift Annuity

Are you looking for a secure source of fixed income for now or 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.

Benefits of a charitable gift annuity

• Receive fixed payments to you or another annuitant you designate for life
• Receive a charitable income tax deduction for the charitable gift portion of the annuity
• Benefit from payments that may be partially tax-free
• Further the charitable work of The Rocky Mountain Conference of Seventh-day Adventists with your gift

How a charitable gift annuity works

A charitable gift annuity is a contract between you and The Rocky Mountain Conference of Seventh-day Adventists.

1. You transfer property to The Rocky Mountain Conference of Seventh-day Adventists. In exchange we pay you fixed income for life.
2. The fixed income can be quite high depending on your age.
3. A portion of your income stream may even be tax-free.
4. You will receive a charitable deduction for your gift of the remainder to The Rocky Mountain Conference of Seventh-day Adventists and the satisfaction of furthering our mission.

If you decide 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. Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity.

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 current income tax charitable deduction for the value of your gift to The Rocky Mountain Conference of Seventh-day Adventists.

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 current charitable income tax deduction 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.

Contact us

If you have any questions about charitable gift annuities, please contact us. We would be happy to assist you and answer your questions.