Charitable Gift Annuity

Increase Font Size Decrease Font Size Print Page Contact Reserve Officers Association

Charitable Gift Annuity

CGA Diagram

How It Works

  • You transfer cash or securities to Reserve Officers Association. Our 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 passes to ROA when the contract ends.

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.
  • Receive an immediate income tax deduction for a portion of your gift.
  • A portion of your annuity payment will be tax-free.

Next


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2014 VirtualGiving.com