Charitable Gift Annuities

Charitable gift annuities are the easiest way to make a gift to The Seton Fund and receive income in return.

Charitable gift annuities provide fixed annual payments for the lifetime of the annuitant. Annuity rates are based on the age of the annuitant(s) and can be as high as 9%. You can also defer the annual payments to a later date specified at the time the gift is made. The deferral results in a higher annuity rate.

Gift annuities are attractive to donors who want to convert appreciated stocks into a reliable source of income or increase their income from investments like CDs or money market funds.

Benefits of creating a charitable gift annuity include:

  • Potential for increased income
  • Partially tax-free income
  • Receive a charitable income tax deduction
  • Bypass capital gains taxes that would have been due upon the sale of the stock
  • Remove the property from your taxable estate
  • Membership in The Vincentian Society of The Seton Fund

For a personalized calculation showing the benefits of a charitable gift annuity, please contact us at (512) 324-1990.

Useful Planning Ideas for Donors