Charitable Gift Annuity

|
| |
How it works |

|
You transfer cash or securities to Wasatch. |

|
Wasatch pays you, or up to two annuitants you name, fixed income for life. |
 |
The principal passes to Wasatch when the contract ends. |
|
| |
|
|
Benefits
- You receive an immediate income tax deduction for a portion of your gift.
- Your annuity payments are guaranteed for life, backed by a reserve and the assets of Wasatch.
- Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
- You can have the satisfaction of making a significant gift that benefits you now and Wasatch later.
Charitable Gift Annuities details
Gifts of Cash details page
Back to All Gifts-at-a-Glance |
|