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    Charitable Gift Annuity

    CGA Diagram

    How It Works

    • You transfer cash or securities to Yosemite Conservancy. Our minimum gift requirement is $10,000.
    • Yosemite Conservancy pays you, yourself and a spouse, or any two beneficiaries you name, fixed payment for life.
    • Beneficiaries are recommended to be at least 65 years of age at the time of the gift.
    • The remaining balance passes to Yosemite Conservancy when the contract ends.

    Benefits

    • Receive dependable, cash-flow for life, regardless of fluctuations in the market.
    • In many cases, receive payments at a rate higher than the interest you are currently receiving on investments.
    • Receive an immediate income tax deduction for a portion of your gift.
    • A portion of your annuity payment will be tax-free.


    The material presented on this Planned Giving website is not offered as legal or tax advice.
    Read full disclaimer|Sitemap|Planned Giving Content © 2017 VirtualGiving.com

    The material presented on this Planned Giving website is not offered as legal or tax advice.
    Legal Name: Yosemite Conservancy Foundation | Tax I.D. Number: 94-3058041
    Read full disclaimer|Sitemap|Planned Giving Content © 2017 VirtualGiving.com