Charitable Gift Annuity Rates – January 2020

Giving is not only an important way to support the ministry and mission God gave the church, but it is also an essential part of our growth as followers of God. To aid in that growth, there are many opportunities and options available when thinking about making a planned gift; one great option to consider is creating a charitable gift annuity.

As of January 1, 2020, return rates of charitable gift annuities are slightly lower, but they still remain a great option to consider for benefiting both you and your church or favorite ministry.

Gift annuities are created with a permanent transfer of cash or property and can be set up to provide payments to one or two people. Married couples can even create a gift annuity that will provide for them while they are living and continues to support the surviving spouse after the other’s death.

Benefits of a Charitable Gift Annuity

  • Designate future support for your church or other charities, programs, or institutions
  • Receive a current income tax deduction
  • Receive annuity payments for life with a portion being tax free
  • Avoid a portion of capital gains tax when funding a gift annuity with appreciated stock
  • Receive rates, determined by your age, when the gift is created; these rates will not change
  • Increase present cash flow depending on your age

If you would like a free personalized illustration of the payout and tax benefits for a charitable gift annuity, email us.

Downloadable Resources

*Please feel free to download, print, and distribute Foundation resources (without altering them in any way) that will help your United Methodist church or ministry.