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Charitable Gift Annuities
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Planned Giving Resources
The American Red Cross Bay Area Chapter recommends you work with a estate planning professional who can guide you through the estate and gift planning process. 

If you are looking for ways to increase your income during retirement, the American Red Cross charitable gift annuity is a simple answer. It's a method of charitable giving that offers you a long list of benefits.
 
Benefits
  • Demonstrate compassion for your community
  • Support vital programs of the Red Cross
  • Annuity rates and payments guaranteed for life
  • Membership in the Legacy Society
  • Immediate income tax deduction
  • Partial avoidance as well as deferral of capital gains tax
  • Possible reduction in estate tax
  • No setup or annual fees
  • No commissions to pay
  • Never worry again about stock market and interest rate fluctuations
General Participant Information for an Annuity
  • Minimum $5,000 contribution—no maximum
  • Minimum age 65 (Under 65? See the Deferred Charitable Annuity)
  • Annuity programs for one life or two lives
  • Simple application and contract
  • Rates not based on gender or health
  • No medical questionnaire or examination
  • No limit on number of annuities
  • Receive quarterly payments by check or direct deposit
  • Fund the annuity with cash, appreciated stock or mutual funds
 Charitable Gift Annuity Rates (Single Life)
 
If you are . . .
Annuity pays . . .
90 years old
9.5%
85 years old
8.1%
80 years old
7.2%
75 years old
6.4%
70 years old
5.8%
65 years old
5.5%
 
Before deciding on a Red Cross charitable gift annuity, we recommend that you consult your tax advisor or attorney for full advice on the effect of your gift.
 
For more information, please contact our planned giving team at (415) 427-8989 or ruettingerw@usa.redcross.org.
 

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