Gift Planning

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Charitable Gift Annuity

A Charitable Gift Annuity is a life income gift that may help you in your immediate and future retirement planning and benefit Partnership With Native Americans as well. You may select a start date now to receive your annuity payments or defer to a future date in keeping with your retirement plans.

Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
PWNA
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Benefits of a charitable gift annuity

  • Receive fixed payments to you or another annuitant you designate for life
  • Receive a charitable income tax deduction for the charitable gift portion of the annuity
  • Benefit from payments that may be partially tax-free
  • Further the charitable work of Partnership With Native Americans with your gift

How a charitable gift annuity works

A charitable gift annuity is a way to make a gift to support Partnership With Native Americans.

  1. You transfer cash or property to Partnership With Native Americans.
  2. In exchange, we promise to pay fixed payments to you for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
  3. You will receive a charitable income tax deduction for the gift portion of the annuity.
  4. You also receive satisfaction, knowing that you will be helping further our mission.

If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax. Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity.

Contact us

If you have any questions about charitable gift annuities, please contact us. We would be happy to assist you and answer your questions.

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Create a
lasting legacy
with your gift

Tailor your charitable gift to your financial, tax or estate planning objectives.

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