Charitable Gift Annuity
(CGA)
A Charitable Gift Annuity (CGA) allows individuals to make a meaningful gift to ministry while receiving fixed lifetime income. These agreements are established with WAF or serviced by WAF on behalf of a partner ministry, and provide dependable payments to one or two annuitants, followed by a charitable benefit to the ministry of their choice.
Important Information about CGAs
Irrevocable
CGA agreements cannot be undone after they've been fully ratified.
Fixed Payment
The payment amount of the CGA is finalized in the agreement.
Termination
The final CGA payment is the one that precedes the annuitant’s passing.
Dear Friends,
Give to ministry that you love. Get steady income for life.
A Charitable Gift Annuity (CGA) lets you make a gift to ministry and receive fixed payments for the rest of your life. You can also include a spouse or loved one as a payee, and payments will continue for both of your lives.
How it works
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You give cash, stock, or property to a ministry.
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You receive a stream of income for life with payments every month, quarter, or year.
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When the payments end, what remains goes to the ministry.
Why people choose a CGA
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Your payments don’t change, no matter what the market does.
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You get a tax deduction for part of your gift this year.
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Part of each payment may be tax-free for several years.
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If you give stock that has gone up in value, you can spread out the tax on that gain instead of paying it all at once.
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You can pay one person or two.
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You can use a CGA to fund a future gift to your favorite ministry.
Good to know: Once you set up a CGA, you can’t change it or take the gift back.
Want to see your numbers?
Tell us your age and how much you’d like to give using the form below. We’ll send you a free personal summary showing your payments and tax benefits. There’s no obligation.
INFORMATIONAL APPLICATIONS (fillable PDF):
Please check your state to know which application you need:
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California & Illinois - Services offered through Pacific Union Conference of Seventh-day Adventists (PUA).
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Hawaii - Services offered through the Hawaii Conference of Seventh-day Adventists.
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Washington, Alabama, Maryland - WAF does not currently issue CGAs in these states. Please contact our office if you would like to discuss other planned giving options.
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All Other States - Services offered through Western Adventist Foundation.
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US Territories - WAF does not currently issue CGAs in the overseas territories of the United States.
HOW CGAs WORK:
READY TO PROCEED?
If you already have a custom illustration and are ready to proceed, please download the fillable CGA Application and send it with your funding check to Western Adventist Foundation.
USPS:
Western Adventist Foundation
Attn: Development Dept.
PO BOX 15430
Scottsdale, AZ 85267
FEDEX or UPS:
Western Adventist Foundation
Attn: Development Dept.
13825 N Northsight Blvd A-201
Scottsdale, AZ 85260