A charitable gift annuity (CGA) is a gift that pays you for a lifetime. A gift of $10,000 or more to fund a CGA can provide you with regular payments for life and allow the DAV Charitable Service Trust to further its mission. You can also qualify for a variety of tax benefits depending on how you fund your gift, including cash, stock or qualified charitable distribution (QCD). Rates are based on your age. Even at 60, the minimum age to fund a CGA, rates are 5.2%. That’s better than a high-yield savings account, and these rates are guaranteed not to change once the gift is funded. Here’s how it works:

  • Fund a gift annuity with assets (cash, stock or QCD up to $54,000)
  • Remainder to DAV Charitable Service Trust after your lifetime
  • Receive fixed payments and income tax deductions for life

Not yet 60 years old? Consider a deferred gift annuity. Payments start at a set date after you turn 60, and you get an immediate charitable deduction when the gift is funded.

Contact a gift planning expert at 800-216-9802, press 1, or email [email protected].

To learn more, visit davplanmygift.org/charitable-gift-annuities.