Consider exchanging cash or assets for a charitable gift annuity. Gift annuities are best suited for people 70 years + and payout rates improve with age.
This plan allows you to give a substantial donation to Carleton University while receiving tax-favorable income for life. Charitable gift annuities offer attractive payout rates for those who want to support Carleton University while maintaining an income stream. Benefits include:
- Very attractive payout.
- Payments can be made annually, quarterly or monthly.
- All or most of payouts are tax free.
- Immediate tax receipt for a portion of your gift.
- Your gift passes to Carleton University outside of the estate process.
Please contact the Personal and Planned Giving Team at email@example.com or 613-520-3636 if you have any questions.