Charitable Gift Annuity—Immediate Payment

Immediate-Payment Charitable Gift Annuity Diagram. Description of image is listed below.

How It Works

  1. Transfer cash or other property to Stephens College
  2. Stephens College agrees to make payments for the life of one and up to two annuitants (payments are backed by our entire assets)
  3. The balance of the transfer inures to Stephens College

Benefits

  • Payments for life that are favorably taxed
    1. When gift is funded with cash, part of payment will be tax-free
    2. When gift is funded with appreciated property, part will be taxed as capital gain, part will be tax-free, and part will be taxed as ordinary income
  • Federal income-tax deduction for a portion of your gift
  • Gift will provide generous support for Stephens College

More Information

Contact Us

Shannon Walls
Interim Vice President, Advancement
(573) 876-7110
alumnae@stephens.edu

 

Stephens College
1200 E. Broadway
Columbia, MO 65215
Federal Tax ID Number: 43-0670936

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