Charitable Gift Annuities

Gifts that pay you income.

You can accelerate promising Ataxia research while earning an income from your gift.

Charitable Gift Annuities

Charitable gift annuities (CGAs) offer a secure, fixed payment stream for yourself and/or a loved one for your lifetime(s). You will also receive tax benefits and the satisfaction of creating a lasting legacy through the National Ataxia Foundation.

How it Works

You donate cash or appreciated securities worth $100,000 or more to NAF. In return, you and/or another beneficiary will receive fixed payments for life.
Your payment rate is based on your age (payments start at age 50 or later) and will never change.
A portion of your payments will be tax-free.
The older you are — or the longer you defer starting your payment — the higher your payments will be.

Benefits to you include:

Lifetime payments that will never change.

Capital gains tax savings when you fund your CGA using appreciated stock.

You are eligible for an immediate charitable income tax deduction.

Your create your legacy of tomorrow’s life-changing breakthroughs.

Charitable Remainder Trusts

A Charitable Remainder Trust (CRT) is a tax-free trust that pays you and/or other beneficiaries an annual distribution. This payment is either a percentage of the annual value of the trust, or a percentage of the original gift amount.

How it Works

You transfer cash or an appreciated asset* into an irrevocable trust.
The trustee then sells the asset, paying no capital gains tax, and reinvests the proceeds.
For the rest of your life (or a term of years), you and/or another beneficiary receive payments from the trust.
After your lifetime, the remaining principal is used to support the mission of NAF.

* While donating real estate is the most common way to fund a charitable trust, a wide variety of assets can be used, including cash, appreciated publicly traded or closely held stock, as well as oil, gas or mineral interests.

Benefits to you include:

You receive income for life for you or your heirs.

You receive a charitable income tax credit for the charitable portion of the trust.

You create your legacy of invaluable resources for Ataxia families.

Our Team is Here to Help

Our experienced team is here to help you…

Learn about special projects that align with your interests.
Structure a donation that maximizes benefits for you and your loved ones.
Stay up to date on how your gift is used.
And more!

Jon Wegman
Development Manager
jon@ataxia.org
763-231-2747

The content found on this site is general in nature and intended to be used for informational purposes only. It should not be relied upon as legal, tax, accounting or other professional advice. To determine how a gift or estate planning decision might affect your particular circumstances, it is expressly recommended that you consult an attorney, financial advisor or other qualified professional.

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