Your hearts made a Middlebury connection, and here’s a connection your minds will love.

A Middlebury Charitable Gift Annuity (CGA) honors the life you've made together. It supports your College, and it can help support you with income for both your lifetimes.

A gift for Middlebury—and a fixed income for life.

Income from stocks dividends and other investments can be erratic. You can convert those assets into secure quarterly payments for life. We can help you set up a Middlebury Charitable Gift Annuity (CGA) to benefit you both for the rest of your lives.

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
• Try our self-help gift calculator to learn more.

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

Learn how this could work for you

Let’s talk about an annuity that’s a perfect match for the two of you. 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!