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Charitable Gift Annuity

How it works

You transfer cash or securities to Volunteers of America.

Volunteers of America pays you, or up to two annuitants you name, a lifetime annuity.

The principal passes to Volunteers of America when the contract ends.

Benefits

  • You receive an immediate income tax deduction for a portion of your gift.
  • Your lifetime annuity is backed by a reserve and the full assets of Volunteers of America.
  • Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
  • You have the satisfaction of making a significant gift that benefits you now and Volunteers of America later.

For more information

Email us, complete the personal illustration form, or call us at 1-800-899-0089, ext. 5073 so that we can assist you through every step of the process.





 



Office of Planned Giving
1660 Duke Street
Alexandria, VA 22314-3427
1-800-899-0089, ext. 5073 | Fax: 703-341-7070
E-mail: rimbach@voa.org


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