Turn Your Generosity Into Lifetime Income
Charitable Gift Annuities
Payments for Life
Learn more about the many benefits of a charitable gift annuity in our FREE guide Strengthen Your Future With a Charitable Gift Annuity.View My Guide
When you are looking for ways to help St. Elizabeth Foundation with our mission, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support St. Elizabeth Foundation's work while receiving fixed payments for life is a charitable gift annuity.
Not only does this gift provide you with regular payments and allow us to further our work, but when you create a charitable gift annuity with St. Elizabeth Foundation you can receive a variety of tax benefits, including a federal income tax charitable deduction when you itemize.
Gifts That Pay
Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.
See How It Works
An Example of How It Works
Say that Justin, 66, and Mary, 65, want to make a contribution to St. Elizabeth Foundation that will support our work for generations to come, but they also want to ensure that they have dependable income during their retirement years. They establish a $20,000 charitable gift annuity with St. Elizabeth Foundation. Based on their ages, they will receive a payment rate of 3.9%, which means that they will receive $780 each year for the remainder of their lives. They're also eligible for a federal income tax charitable deduction of $4,878* when they itemize. Finally, they know that after their lifetimes, the remaining amount will be used to support our mission.
*Based on a 1.2% charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.
Calculate Your Benefits
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Not Sure How to Begin Planning?Download our FREE Personal Estate Planning Kit
- Contact Troy Fedders at (859) 301-2182 or firstname.lastname@example.org for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with St. Elizabeth Foundation.
- Seek the advice of your financial or legal advisor.
- If you include St. Elizabeth Foundation in your plans, please use our legal name and federal tax ID.
Legal Name: St. Elizabeth Foundation
Address: Edgewood, KY
Federal Tax ID Number: #61-0445850
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.