Charitable gift annuities
Experience the best of both worlds: support our cause while receiving fixed payments for life with a charitable gift annuity.
Photograph by Henrik Kam. © Fine Arts Museums of San Francisco
About charitable gift annuities
If you want to maintain your current lifestyle, increase your financial security, and lower your taxes, consider creating a charitable gift annuity. You will receive fixed annual payments for as long as you live.
If you are under 65, consider a deferred charitable gift annuity (DCGA), where payouts start after you hit a certain age.
Benefits
- Receive an immediate income tax deduction for a portion of your gift.
- Annuity payments are guaranteed for life, backed by a reserve and the assets of our organization.
- Annuity payments are partially tax free, making them more valuable than fully taxable income of the same size.
How it works
- Set up an annuity contract with our organization and transfer cash or securities as outlined in the agreement.
- We invest the assets and pay you (or up to two annuitants) fixed income for life, with the amount depending on the size of the transfer and the age of the annuitants.
- The remaining funds pass to us when the contract ends, creating a meaningful impact.
We recommend consulting with a qualified estate planning attorney and a financial advisor to determine if this option is right for you.
Already included us in your estate plans?
Letting us know is incredibly helpful to our team and helps make sure your gift is used how you want it to be.
Have questions? Get in touch!
Our team is happy to speak with you about your giving goals, confidentially and with no obligation.Name:
Contact us through this form or at plannedgiving@famsf.org.
More ways to make an impact
Gifts for the future
Donations in your will or trust are the most popular type of legacy gift, while gifting assets not covered by your will, like 401(k) or IRA accounts, may help your heirs avoid unwanted taxes.
Gifts that pay you back
Transfer securities, cash, or other property to the Museums and we’ll manage the investment of the assets and pay an income to you, your designated beneficiaries, or both. Receive payments for the rest of your life or up to a certain number of years.
Tax-smart gifts
Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.