Charitable Gift Annuity
How It Works
- You transfer cash or securities to Marine Corps Heritage Foundation. Our minimum gift requirement is $0.
- The Foundation pays you, yourself and a spouse, or any two beneficiaries you name, fixed payment for life.
- The remaining balance passes to the Foundation when the contract ends.
Benefits
- Receive dependable, cash-flow for life, regardless of fluctuations in the market.
- In many cases, receive payments at a rate higher than the interest you are currently receiving on investments.
- Receive an immediate income tax deduction for a portion of your gift.
- A portion of your annuity payment will be tax-free.
Next
- More detail on Gift Annuities.
- Frequently asked questions on Gift Annuities.
- Contact us so we can assist you through every step.
