© Phil Doyle
Gift Planning
Charitable Gift Annuity
Charitable Gift Annuity
Learn More About Planned Gifts with Mass Audubon
If you’re interested in supporting Mass Audubon through a charitable gift and want to get started with facts, benefits, and next steps, we’re ready to help. These downloadable resources outline the process of supporting the nature of Massachusetts through a variety of planned gift options. We look forward to hearing from you!
A charitable gift annuity is a simple agreement between you and Mass Audubon. In exchange for a gift of cash or appreciated assets, you receive fixed payments for life.
How It Works
- You transfer cash or securities to Mass Audubon. Our minimum gift requirement is $10,000.
- Mass Audubon pays you, yourself and a spouse, or any two beneficiaries you name, fixed payments for life.
- Beneficiaries are recommended to be at least 65 years of age at the time of the gift.
- The remaining balance passes to Mass Audubon when the contract ends.
- You can also create a life income gift through your IRA. Discover more here.
Benefits
- Receive more income for your money because of higher rates.
- Receive dependable cash-flow for life, regardless of fluctuations in the market.
- In many cases, receive payments at a rate higher than the interest you are currently receiving on investments.
- Receive an immediate income tax deduction for a portion of your gift.
- A portion of your annuity payment will be tax-free for a number of years.
Download a brochure on this topic:
Next
- More detail on Gift Annuities.
- Frequently asked questions on Gift Annuities.
- Contact us so we can assist you through every step.