Charitable Gift Annuity

Are you looking for a secure source of fixed income for now or the future? You may be tired of living at the mercy of the fluctuating stock and real estate markets. One solution is a charitable gift annuity.

How it Works

A charitable gift annuity is a contract between you and California Lutheran University. You transfer property to California Lutheran University. In exchange, we pay you fixed income for life. The fixed income can be quite high depending on your age. A portion of your income stream may even be tax-free. You will receive a charitable deduction for the remainder of your gift to California Lutheran University as well as the satisfaction of helping to advance our mission.

Types of Assets You May Give

If you decide to fund your gift annuity with cash, a significant portion of the annuity income will be tax-free. You may make a gift of your appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax.

Types of Annuities

If you desire current income, you may transfer property in exchange for our promise to pay you fixed income beginning as early as this year. You will receive a current income tax charitable deduction for the value of your gift to Cal Lutheran.

Perhaps you are not ready to begin receiving income until a future date, such as when you retire. You can establish a deferred gift annuity, receive a current charitable income tax deduction and receive payments at a designated future time. Best of all, because you deferred your payments, your annual payment will be higher than with a current annuity. Contact us about flexible date options for your future income.

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Planned gifts, such as bequests and annuities, can be a wonderful way to provide for your family's future as well as the future of Cal Lutheran.

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