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Charitable Gift Annuity

A charitable gift annuity is a way to make a gift to support Mercy Home for Boys & Girls.

You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life.

Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
MHBG
Charity image

Benefits of a charitable gift annuity

  • Receive fixed payments to you or another annuitant you designate for life
  • Receive a charitable income tax deduction for the charitable gift portion of the annuity
  • Benefit from payments that may be partially tax-free
  • Further the charitable work of Mercy Home for Boys & Girls with your gift

How a charitable gift annuity works

  1. You transfer cash or property to Mercy Home for Boys & Girls.
  2. Not only will you be supporting the future of MHBG, but you will get fixed payments for life.
  3. You will receive a charitable income tax deduction for the gift portion of the annuity.
  4. You also receive satisfaction, knowing that you will be helping further our mission.

If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax. Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity.

Current Charitable Gift Annuity Rates

Age Rate
60 5.2%
65 5.6%
70 6.1%
75 7.1%
80 7.9%
85 9.0%
90+ 10.7%

(Rates good through December 31, 2018)

In return for your charitable gift, Mercy Home will pay you an annuity, the amount of which is determined by your age (and the age of any other beneficiary you name to receive payments) at the time of the gift. The older you are, the higher the payment amount you secure from the start. The payment remains constant once your gift is made.

Contact us

If you have any questions about charitable gift annuities, please contact us. We would be happy to assist you and answer your questions.

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