Charitable Gift Annuity
You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to support our organization that can provide you with a secure source of fixed payments for life.
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 Sunshine Communities with your gift
How a charitable gift annuity works
A charitable gift annuity is a way to make a gift to support Sunshine Communities.
- You transfer cash or property to make a gift in support of Sunshine Communities.
- In exchange, you will receive fixed payments for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
- You will receive a charitable income tax deduction for the gift portion of the annuity.
- You also receive satisfaction, knowing that you will be helping further 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.
If you are interested in establishing a charitable gift annuity to support Sunshine, please let us know and our expert staff will guide you through the process to establish an annuity. Sunshine Communities works with a trusted, local charitable foundation that will be the charity issuing the gift annuity.
Contact us
If you have questions about charitable gift annuities, including about which assets might be used to fund a charitable gift annuity, please contact us. We would be happy to assist you and answer any questions about how to establish a charitable gift annuity in support of Sunshine Communities.