George Fox University | Office of Development | Estate and Planned Giving | Charitable Gift Annuities

Charitable gift annuities through George Fox University can provide you with a reliable, consistent stream of income for life while also benefiting the ministry of George Fox. Gift annuities provide fixed payments for the life of one or two individuals. [Example]

Features

• Payout is fixed and never varies
• Payout rate based on age - older the recipient, higher the payout rate
• Portion of each payment may be tax free
• Income tax deduction available when annuity is established
• Capital gains, if applicable, are spread over the life of the annuitant

Variations

• Deferred gift annuity for retirement planning. [Example]
• Elective commencement date deferred annuity. [Example]
• College gift annuity for grandchild's college education. [Example]
• Installment payment gift annuity. [Example]

For more information about charitable gift annuities, contact Al Zimmerman at azimmerman@georgefox.edu or 503-554-2106. Financial and tax deduction calculations, customized gift plan proposals and counsel are available at no charge or obligation.