Charitable gift annuity

Our charitable gift annuity is one of the easiest ways to establish a plan for giving and provide a lifetime of reliable annuity payments.

How does a charitable gift annuity work?

A charitable gift annuity is a simple contract between a donor and a charity. The donor makes a contribution of cash or marketable securities, and in exchange, the charity agrees to pay a fixed sum to designated annuitant(s) on an annual basis (annuity payments are generally based on rates determined by the American Council on Gift Annuities).

Upon the death of the last annuitant, the remaining balance may distribute in full to a charity of your choice or may be used to establish a donor advised fund to pay to one or more charities over time.

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What are the benefits?

  • Provides a lifetime of reliable annuity payments
  • Easy to establish
  • Allows you to change the charitable beneficiary

To learn more, talk to your Raymond James financial advisor. We recommend you work with your advisor alongside your legal and tax professionals to coordinate the most appropriate charitable solution for your situation.

NOTE: Raymond James Charitable Gift Annuities are not available to donors residing in AL, AR, CA, HI, MD, ND, NJ, NY, WA or WI.