Charitable Gift Annuity

Increase Font Size Decrease Font Size Print Page Contact Hobart and William Smith Colleges

Charitable Gift Annuity

CGA Diagram

How It Works

  • You transfer cash or securities to Hobart and William Smith Colleges. Our minimum gift requirement is $25,000.
  • HWS pays you, yourself and a spouse, or any two beneficiaries you name, fixed payment for life.
  • Beneficiaries are recommended to be at least 65 years of age at the time of the gift.
  • The remaining balance passes to HWS 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.
  • Are you a younger donor? Consider a deferred gift annuity.


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2017 VirtualGiving.com

 

Connect

Hobart and William Smith Colleges,
Geneva, NY 14456
(315) 781-3000

Map/Directions
Contact the Colleges

Quicklinks

Home
Search
Offices and Resources
Campus Directory
Webmail

make a gift

Preparing Students to Lead Lives of Consequence.