Charitable gift annuities present a classic win-win that many donors relish: you give, and the annuity gives back to you. You can choose a traditional charitable gift annuity that delivers benefits to you sooner, or a deferred charitable gift annuity that kicks in after a delay you specify.
A deferred gift annuity provides fixed payments to you for life in exchange for your gift of cash or securities. The payments start on a date you choose that is at least one year after you make the gift.
A charitable remainder annuity trust can provide a dependable income for life while making a significant gift to Caltech.
The charitable remainder trust constitutes a gift plan that provides financial benefits both to Caltech and to donors or their loved ones. If payments based on a percentage of the trust’s value fit your needs, then you may favor a charitable remainder unitrust. If you are interested in a fixed distribution, a charitable remainder annuity trust may be the vehicle for you to give.
You can now make a Qualified Charitable Distribution in exchange for a charitable gift annuity and receive fixed income for life.