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Charitable Gift Annuities

Experience the best of both worlds: support our cause while receiving fixed payments for life with a Charitable Gift Annuity.

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 hit a certain age.

Benefits

  • Receive an immediate income tax deduction for a portion of your gift
  • Annuity payments are guaranteed for life, backed by a reserve and the assets of our organization
  • Annuity payments are partially tax free, making them more valuable than fully taxable income of the same size
Benefits calculator
Calculate your benefits

Estimate your tax deduction, fixed income payments, and charitable contribution by answering a few simple questions.

How it works

  1. Set up an annuity contract with our organization and transfer cash or securities as outlined in the agreement.
  2. We invest the assets and pay you (or up to two annuitants) fixed income for life, with the amount depending on the size of the transfer and the age of the annuitants.
  3. The remaining funds pass to us when the contract ends, creating a meaningful impact.

Contact us for more information

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: Yvonne Roberts

Title :Chief Donor Relations Officer

Phone: 415-258-0578

Email: yroberts@vivalon.org

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