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How It Works
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You transfer cash or securities to Soroptimist.
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After the transfer, Soroptimist pays you, or up to two annuitants you name, fixed income for life.
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The principal passes to Soroptimist when the contract ends.
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Benefits
- You receive an immediate income tax deduction for a portion of your gift.
- Your annuity payments are guaranteed for life, backed by a reserve and the assets of Soroptimist.
- Your annuity payments are treated as part ordinary income, part capital gain income (for gifts of appreciated securities), and part tax-free income.
- You can have the satisfaction of making a significant gift that benefits you now and Soroptimist later.
More
To learn more about charitable gift annuities, Email us, complete the Information Request form, or call us at (215) 893-9000 so that we can assist you.
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