Give the gift that gives back!
Charitable Gift Annuities
Simple ~ Carefree ~ Smart

Charitable gift annuities are an extremely flexible way to make a gift. They can be designed to provide a fixed income for life for you and/or others you choose.

In addition to receiving fixed income for life:

• An immediate charitable income tax deduction
• A portion of the income payment to you is tax-free
• Removal of the contributed assets from your estate
• No asset management concerns
• Knowing that you have made an important gift to St. Clare’s Hospital Foundation and healthcare in our community.

Charitable Gift Annuity
A charitable gift annuity enables you to transfer cash or marketable securities to the charitable organization issuing the gift annuity in exchange for a current income tax deduction and the organization's promise to make fixed annual payments to you for life. Annuity payments can begin immediately or can be deferred to some future date.

Charitable Remainder Annuity Trust
A charitable remainder annuity trust is a custom designed and individually managed trust that enables you to retain a fixed income for your lifetime or a fixed term of years, claim a current income tax deduction, and make a future gift to charity.

Charitable Remainder Unitrust
A charitable remainder unitrust is a custom designed and individually managed trust that enables you to retain a variable income for your lifetime or a fixed term of years, claim a current income tax deduction, and make a future gift to charity.

Pooled Income Fund
A pooled income fund is a trust, operated by a charitable organization, that enables you to retain a life income, claim a current income tax deduction, and make a future gift to charity. Because pooled income funds combine the contributions of all donors in a single investment fund, they are ideal for smaller contributions.