GIFTS OF CASH & STOCK
- If the client is giving cash, they may send the check at this time, made payable to InFaith Community Foundation.
- If the client wishes to give stock, include copies of either the stock certificates or the most recent brokerage statement showing the shares they wish to give. InFaith will contact you with specific instructions on how to transfer the securities.
- If at any time you have questions, feel free to contact our charitable gift planners for assistance.
RESOURCES TO SUPPORT YOUR WORK

Gift Calculator
Explore potential income payments and charitable deductions for income-producing gifts such as charitable gift annuities.

GIFT ILLUSTRATION REQUEST
Request a formal gift illustration of an income-producing gift for a prospective donor. Includes a personalized illustration, information and an application.

Charitable Gift Annuity Rates
InFaith uses the American Council on Gift Annuities recommended rates to determine the payout rate on a gift annuity contract. Rates are effective July 1, 2020.

CHARITABLE GIFT ANNUITY PRODUCT SHEET
Learn more about the benefits of immediate and flexible deferred gift annuities.
Sample Immediate GA Illustration
Learn more about what an immediate gift annuity illustration looks like through this example.
Sample Flexible Deferred GA Illustration
Learn more about what a flexible deferred gift annuity illustration looks like through this example.
TAX & FINANCIAL BENEFITS FOR YOUR CLIENTS
- The annuitant(s) receive fixed payments for life (backed by on the full faith and credit of InFaith);
- The donor receives a charitable income tax deduction in the year of the gift;
- For gifts of cash, the annual charitable deduction limit is 60% (for gifts January 1, 2018 and thereafter) of the donor’s AGI;
- For gifts of long-term appreciated securities, the annual charitable deduction limit is 30% of the donor’s AGI;
- Unused charitable deductions may be carried over an additional five years;
- The donor bypasses a portion of capital gains on gifts of appreciated securities; a portion of the capital gain is recognized over the lifetime of the annuitant; and
- A portion of each gift annuity payment is usually tax-free.
Target Audience
Immediate Gift Annuity
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Deferred Gift Annuity
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