See today’s gift annuity rates

Charitable Gift Annuity

With a charitable gift annuity, you can make a gift and receive fixed payments for life.

How It Works

You transfer cash or securities. If you are 70 ½ or older, you can make a one-time, tax-free qualified charitable distribution of up to $54,000 from your IRA to fund a CGA.
Our minimum gift requirement is $10,000.
You, yourself and a spouse, or any two beneficiaries you name, will receive fixed payments for life.
Beneficiaries are recommended to be at least 65 years of age at the time of the gift.
The remaining balance passes to United Way of the Greater Lehigh Valley when the contract ends.
You can also create a life income gift through your IRA. Discover more here.

Benefits

Receive dependable payments for yourself or loved ones - see today’s rates.
Payments never change.
A portion of your gift is tax-deductible, if you itemize.
If you create a gift annuity using appreciated stock or mutual fund shares you may also save on capital gains taxes.
A portion of your annuity payment will be tax-free for a number of years.
Are you a younger donor? Consider a deferred gift annuity.

Calculate your fixed payments for a gift annuity.

More detail on Gift Annuities.
Frequently asked questions on Gift Annuities.
Contact us so we can assist you through every step.

Explore More Gift Options

Charitable Gift Annuity →

HGive a gift of cash or stock, receive income in return.

Deferred Gift Annuity →

Younger donors can make a gift and lower taxable income.

Charitable Remainder Unitrust →

Maximum flexibility over gift plan investment, benefits.

Charitable Remainder Annuity Trust →

Flexibility to manage your gift; security of stable income.

Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.

Paul Hurd, Chief Philanthropy Officer
paulh@unitedwayglv.org
610-807-5721