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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.

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.

1. You transfer cash or property to fund a charitable gift annuity.
2. 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.
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 may be tax-free.