Charitable gift annuities, or CGAs, are one of the oldest and most reliable charitable tools available for retirees and senior citizens.
Here's how a charitable gift annuity works: You transfer cash, real estate, or marketable securities (e.g., stock, bonds, mutual fund shares) of at least $5,000 to The Humane Society of the United States (HSUS). In exchange, The HSUS pays you a guaranteed fixed income for life on a monthly, quarterly, or annual basis, and you also receive a tax deduction. By transferring these assets, you are giving a gift to help animals and guaranteeing income for yourself at the same time.
We can quickly show you how this gift planning instrument can help you while helping us protect animals, too. Click here for your no-obligation annuity scenario.
The amount of your annuity income depends on the size of your gift and your age. The larger your gift and the older you are, the more income you will receive and the greater your tax deduction will be. Here are some additional advantages to setting up a charitable gift annuity with The HSUS:
- Payments to you can be deposited directly to your bank account.
- CGAs can be set up to provide annuity income for two people, such as a husband and wife or a brother and sister. However, two people need not be related to obtain a joint annuity. Also, the beneficiary need not be the donor. For example, a younger adult may want to fund a CGA for an elderly parent.
- Founded in 1954, The HSUS is the world's largest and most influential animal advocacy organization, so supporting The HSUS through a CGA is a sound financial decision.
- Since establishing our first CGA in 1963, The HSUS has always promptly and fully met our annuity payment obligations to donors.
- Your assets will be used to promote the protection of all animals and our reserve funds will be invested with an animal-friendly screen.
In just a few minutes, The HSUS can calculate a number of CGA scenarios for you, including the income tax effects of your gift. Click here for your no-obligation scenario or call us toll free at 1-800-808-7858 and we can run analyses while you wait, discuss them with you, and then mail you the outcomes. All we need to know is whether the annuity will cover one or two people, your birth date(s), the amount of the donation, the date you will make the gift, and the date you'd like to begin receiving payments.
If you prefer, you can also use our CGA calculator.
For more information about Charitable Gift Annuities, please contact the Major and Planned Gifts office toll-free at 1-800-808-7858, or e-mail us at gifts@hsus.org.
Please note that HSUS CGAs are not currently available to residents of five states: Alabama, Arkansas, Hawaii, North Dakota, and Wisconsin (as of January 2006). These restrictions are subject to change.
