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Charitable Gift Annuity – Flexible Payment

Charitable Gift Annuity – Flexible Payment Diagram

How it Works

  • You transfer cash or securities to Audubon.
  • You select a date range in the future when you will want to start payments.
  • In the future, you select a date in the date range for payments to begin.
  • Beginning on the specified date, Audubon begins to pay you, fixed annuity payments for life.
  • The remaining balance passes to Audubon when the contract ends at the death of the last beneficiary.

Benefits

  • Receive dependable, fixed income for life in return for your gift.
  • Flexible start date allows you to alter the beginning of payments in the future, to meet your changing needs.
  • Deferral of payments permits a higher annuity rate and generates a larger charitable deduction.
  • The longer you wait to start payments, the higher your payment will be.

Note:

  • The minimum gift requirement is $10,000.

Next

We’re Here To Help! Please contact us for further assistance.

Office of Gift Planning
National Audubon Society
225 Varick Street, 7th Floor
New York, NY 10014
212-979-3033
plannedgifts@audubon.org

Your team
Rose Tesone, left, Audubon’s Bequest Manager and Shari S. Kolding, Audubon’s Director of Gift Planning. Photo: Luke Franke/Audubon