Charitable Gift Annuity
A gift for Middlebury—and a fixed income for the rest of your life.
Do you have an erratic income source— such as stock dividends—that you’d like to convert into secure quarterly payments for life? We can help you set up a Middlebury Charitable Gift Annuity (CGA) to benefit you and/or a beneficiary for the rest of your life.
You can establish a CGA with:
- Appreciated stock
- Cash
- A minimum gift of $10,000
- Payments deferred to begin at a later date, providing you with a higher payout rate
Your benefits:
- A quarterly income that will never vary—for one or two beneficiaries
- An income tax deduction for a portion of your gift
- Usually, tax relief on some of your annuity income
- Favorable capital gains tax treatment when you fund the annuity with appreciated stock
Learn More
Contact Anne McMenamin or Deb Wales, our gift planning professionals, for ideas tailored to your situation. There is no fee or obligation for this service.
For more information, you may also complete our request form, call us toll-free at 866.496.6433, or send us an e-mail.
We look forward to hearing from you soon!
