Your act of generosity, our longevity

With planned giving, you can provide long-lasting support for Community Foundation for San Benito County while enjoying financial benefits for yourself.

Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
Mobile Video Button

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 our organization that can provide you with a secure source of fixed payments for life.

Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
CFFSBC
Charity image

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 Community Foundation for San Benito County with your gift

How a charitable gift annuity works

A charitable gift annuity is a way to make a gift to support Community Foundation for San Benito County.

  1. You transfer cash or property to Community Foundation for San Benito County.
  2. In exchange, we promise to pay fixed payments to you for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
  3. You will receive a charitable income tax deduction for the gift portion of the annuity.
  4. 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. Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity.

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.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown
 

About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
More

Estate Planning Guide

Are you ready to plan your will or trust? We would like to send you our free Estate Planning Guide. This guide will provide you with helpful information to provide for your needs, your family's future and your favorite causes.
More

 

Charitable Gift Annuity

You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
More