Advocate Charitable Foundation

Planned Giving Home
Meet our Donors
Amicus Society
Newsletters

Step 1 - Discover
Benefits of Giving
Compare Gift Options
Interactive Gift Planner
(GiftTree®)

Step 2 - Research
Common Questions
Gift Calculator
Glossary
Sample Language for Your Will
Tip of the Day

Step 3 - Request Information
Personal Profile
Meet/Contact the Team

Charitable
Gift Annuity

A Benefit of Aging

How it works

	You transfer cash or securities to Advocate Charitable Foundation.
	Advocate Charitable Foundation pays you, or up to two annuitants you name, fixed income for life.
	The principal passes to Advocate Charitable Foundation when the contract ends.

Benefits

• You receive an immediate income tax deduction for a portion of your gift.
  
• Your annuity payments are guaranteed for life, backed by a reserve and the assets of Advocate Charitable Foundation.
• Your annuity payments are treated as part ordinary income, part capital gains income, and part tax-free income.
• You can have the satisfaction of making a significant gift that benefits you now and Advocate Charitable Foundation later.