Charitable Gift Annuity

How It Works

• You transfer cash or securities to Reserve Officers Association. Our suggested minimum gift requirement is $10,000.
• ROA pays you, yourself and a spouse, or any two beneficiaries you name, fixed income for life.
• Beneficiaries are recommended to be at least 65 years of age at the time of the gift.
• The remaining balance will be applied by ROA to the purpose you stipulated, when you signed the annuity contract.

Benefits

• Receive dependable, fixed income for life in return for your gift.
• In many cases, receive payments at a rate higher than the interest you are currently receiving from stocks, CDs, or savings accounts.
• Receive an immediate income tax deduction for a portion of your gift.
• A portion of your annuity payment will be tax-free.

Next

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

The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2013 VirtualGiving.com