Charitable Gift Annuities are a form of charitable giving that has gained wide acceptance among donors and is most attractive to those who want a steady stream of income for the rest of their lives while contributing to the WUSA Endowment Fund. Under this arrangement, you transfer cash or other property to the WUSA Endowment Fund in exchange for a commitment by the Endowment Fund to pay you a guaranteed amount each year during the remainder of your life.

How would you like to receive 8%, 10%, or even 12% annual interest? You can, but certain factors will determine the guaranteed rate you will receive as a lifetime income when you set up a Gift Annuity.

If you are married, your spouse can also be guaranteed the same fixed income for the balance of his or her life. The rate of return you receive depends upon your age (and, if applicable, the age of your spouse) at the time of your gift. The older you are, the higher the rate of return.

A Gift Annuity offers you the opportunity to set up an irrevocable, planned gift and receive a steady income until your death. At that time, the investment is used for Endowment Fund purposes.

Benefits are guaranteed lifetime payments, management of assets, federal and state income tax savings, and favorable treatment of capital gains. When you create a charitable gift annuity, you also receive a significant income tax charitable contribution deduction. Gift Annuities are used when donors want to make certain they have first provided for their financial needs and those of their loved ones.

• Planned Giving Home
• Life Income Arrangements
• Charitable Remainder Annuity Trusts
• Charitable Remainder Unitrusts
• Prepaid Tithing Fund
• Charitable Lead Trusts
• Retained Life Estate
• Gifts of Life Insurance
• Retirement Plans
• Testamentary Trusts