Fixed Income for Retirement

• Patricia: "While I was working, I bought stock every year. Overall, this was a good investment strategy. The stock grew in value considerably. Now that I am retiring, I need a new strategy that protects my savings so that my situation won't change even with changes in the markets."

Patricia spoke with a friend who recently set up a charitable gift annuity with her favorite nonprofit. Patricia called our organization and learned that she would receive a good payout based on her age and that she would receive a charitable income tax deduction and part of the payment from the annuity would be tax free.

• Patricia: "I transferred my stock to fund a charitable gift annuity. I was delighted with the fixed payment I received. I avoided part of the capital gains tax, and my CPA was pleased that my charitable deduction will save taxes this year. With my tax savings and increased income, I can afford to travel to see my grandchildren several times this year!"

What is a charitable gift annuity?

A charitable gift annuity is a gift made to Santa Barbara Museum of Natural History that can provide you with a secure source of fixed payments for life.

Charitable gift annuity video

Is a charitable gift annuity right for you?

The payout for charitable gift annuities will vary depending on the age of the donor. Please contact us to inquire about current payout rates or if you have any questions about charitable gift annuities.

Please note: The information above is representative of a typical donor and may or may not be an actual donor to our organization. Since your gift annuity benefits may be different, you may want to create a printable illustration of your benefits by using the calculator on this page.