Charitable Gift Annuity

How It Works

You transfer cash or securities to Stuart .

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

The principal passes to Stuart 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 Stuart .

  • 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 Stuart later.

More


To learn more about charitable gift annuities, Email us, complete the Information Request form, or call us at (609) 921-2330 ext. 279 so that we can assist you.