Establishing a charitable gift annuity is an easy way to make meaningful gifts to charitable organizations or institutions, while providing for your own financial well-being.

You can give cash, stocks, bonds, or mutual fund shares to establish a gift annuity. You and/or someone you designate will receive fixed payments for life. You also will enjoy tax benefits. The rates of return for these gifts are often attractive.

If you are retired, a gift annuity is an advantageous way to make a charitable gift while supplementing your retirement income.

LSF uses the charitable gift annuity rates recommended by the American Council on Gift Annuities. The rates begin at 6.1% for someone age 55 and go up to 12% for someone 90 and older.

For example, an "LSF Friend" (age 75), transfers $10,000 to LSF for a gift annuity. This individual will receive a guaranteed annual income of $820.00, of which approximately $457.00 would be a tax-free return of principal. This friend will also receive an income tax deduction of $4,327.00

We would be happy to provide further information upon request at no obligation. You may also wish to consult your financial advisors. We appreciate your interest in supporting the work of LSF. For more information, please email FundraisingManager@lsfnet.org or call 813-676-9505.