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Legacy Giving

Charitable Gift Annuity Rates Scheduled to Change

Don’t Miss This Opportunity to Receive Fixed Income for Life

A charitable gift annuity is simple: You make a donation using cash, marketable securities, or other assets, and we, in turn, pay you a fixed amount for life. With this type of gift, you can feel secure knowing you will receive stable payments for as long as you live.

And now, if you make your gift by June 30, the gift annuity rates will be an estimated 0.4% to 0.5% higher than they will be beginning July 1.

Here’s an Example  

Under the current rate schedule, Mary, 79, gives $25,000 to us in exchange for a charitable gift annuity. She will receive annual payments of $1,650, a rate of 6.6%. If Mary waits to make her gift until after the new rate schedule is in place on July 1, the same gift amount will provide $1,550 in annual payments, reflecting a 6.2% rate.

Your Benefits

Gift annuities don’t just increase your retirement income as you help shape our future. They also offer you numerous tax benefits, including:

  • A partial income tax charitable deduction now for your gift, if you itemize
  • Income-tax-free portions of each payment throughout your estimated life expectancy
  • Capital gains tax savings on appreciated property you donate

Rate Charts

Age

Current Rate

Gifts Made on or After July 1, 2020

60

4.3%

3.9%

65

4.7%

4.2%

70

5.1%

4.7%

75

5.8%

5.4%

80

6.9%

6.5%

85

8.0%

7.6%

90+

9.0%

8.6%

Request Your Personal Illustration

We would be happy to send you a free, no-obligation illustration showing you the benefits you can receive from a charitable gift annuity if you make your gift before July 1. Your personalized illustration will include your potential income tax charitable deduction and our annual payments to you for life. Contact Jessica Moes at legacygifts@awf.org or 202-939-3322 to take the next step.

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A charitable bequest is one or two sentences in your will or living trust that leave to the African Wildlife Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

"I, [name], of [city, state, ZIP], give, devise and bequeath to the African Wildlife Foundation [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to AWF or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property, or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to AWF as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to AWF as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and AWF where you agree to make a gift to AWF and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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