Charitable Gift Annuity

How it Works

You transfer cash or appreciated securities to the William & Mary Foundation.
The Foundation pays you and/or one other annuitant a fixed and guaranteed income for life.
The remaining balance passes to the Foundation at the end of the annuity term to be used as you have directed.

Receive dependable, guaranteed, and fixed income for life in return for your gift.
In many cases, the annuity rate will be higher than the yield you are receiving from stocks or CDs.
Receive an immediate charitable tax deduction for a portion of your gift.
A portion of your annuity payment will be tax-free.

Annuitants must be at least 65 at the time of the gift for an immediate gift annuity.
The minimum gift amount is $25,000.