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Charitable gift annuities

In exchange for your gift of at least $20,000, you will receive fixed annual payments at an attractive rate for as long as you live and a charitable deduction. Gift annuities can benefit one or two people and can be funded with cash or stock.

Sample rates for one person as of July 1, 2020

Current Age657075808590
Rate4.2%4.7%5.4%6.5%7.6%8.6%

Charitable remainder trusts

Charitable remainder trusts (CRTs) convert assets into income for one or more income beneficiaries.  Donors who fund their trust with a gift of appreciated assets, like securities or real estate, do not pay capital gains tax when those assets are sold.  Donors receive an immediate income t­­ax deduction when their trust is created, and assets     transferred to a charitable remainder trust reduce the donor’s taxable estate. When the trust expires, the remainder goes to St. Anthony’s to provide hope to people in need.

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