You are at: Planned Giving > Gift Options > How to Give > CGA
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
St. Stephen
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 St. Stephen's Episcopal School with your gift
How a charitable gift annuity works
A charitable gift annuity is a way to make a gift to support St. Stephen's Episcopal School.
- You transfer cash or property to fund a charitable gift annuity.
- The annuity pays 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.
- 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 may be tax-free.