FUNDING A CHARITABLE ANNUITY

A Charitable Annuity backed by a Commercial Annuity requires just $20,000 to establish.

Multiple assets and securities can be contributed to establish your account. You simply contact the organization you wish to support and review with them the assets you wish to donate.

Typically you can use any of the following to fund your account:

Cash

Cash can be wired, transferred from an existing account or mailed in with your donor information paperwork.

Publicly traded stocks, bonds and mutual funds

Publicly traded stocks, bond and mutual funds can be transferred from their existing account at another financial institution or fund family.

Restricted, closely held or non-publicly traded securities

If the contribution involves restricted stock or other non-publicly traded securities, please contact us toll free at 800-535-4720 for assistance. We can help review your holdings and determine if they can be contributed.

Real Estate

Real estate contributed for a Charitable Annuity is made on a case-by-case basis. Please contact us toll free at 800-535-4720 so that we can have your property reviewed to determine if it can be used as an acceptable asset to donate. Please note that real estate donated must be unencumbered to qualify for review.

Click here to receive a Free Charitable Annuity Investors kit.