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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.

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

Benefits of a charitable gift annuity

  • You may receive fixed payments to you and another annuitant, or another annuitant you designate for life
  • You may 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 The Miriam Hospital Foundation with your gift

How a charitable gift annuity works

A charitable gift annuity is a way to make a gift to support The Miriam Hospital Foundation.

  1. You transfer cash or securities to The Miriam Hospital Foundation.
  2. In exchange, we promise to pay fixed payments to named annuitant(s) for their lifetime. The payment depends on the age(s), of annuitant(s), 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.
  5. Mininum gift amount is $10,000; minimum age is 60.

If you decide to fund your gift annuity with cash, a portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and you could 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.

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