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Planned and Deferred Gifts

 

Charitable Gift Annuity

Click Here for Detailed Explanation



How It Works

You transfer cash or securities to the Crozer-Chester Foundation.

The Foundation pays you, or up to two annuitants you name, fixed income for life.

The principal passes to the Foundation when the contract ends.

Benefits

  • You receive an immediate income tax deduction for a portion of your gift.
  • Your annuity payments are guaranteed for life, backed by a reserve and the assets of the Foundation.
  • Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
  • You can have the satisfaction of making a significant gift that benefits you now and the Foundation later.

More


For more information

If you are considering a charitable gift annuity, email us, complete the personal illustration form, or call us at (610) 447-6175 so that we can assist you through every step of the process.


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Crozer-Chester Foundation Planned Giving
 

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