A Life-Income Gift

Through a life income arrangement, such as a charitable gift annuity, you make a gift to JDRF and in exchange receive fixed payments for life. After your life the gift will go to JDRF. The rate is locked in when you establish your gift annuity, so you can count on receiving set payments that never fluctuate. Life-income plans provide you with an income tax deduction, reduce your estate taxes and often help you to avoid capital gain taxes while increasing your income stream.

Key Features of a Charitable Gift Annuity:

  • You receive an attractive supplement to your retirement income with no investment worries or responsibilities.
  • You are eligible for an income tax deduction in the year you make the gift. A sizable portion of each annuity payment may also be tax-free.
  • You help ensure that that diabetes research will continue until a cure is found.

 

 

 


*As of February 1, 2009. Rates are based on your age at the time you establish the annuity.

Calculate your benefits from a life-income gift

More information about
Gift Annuities
Charitable Remainder Unitrusts
Charitable Remainder Annuity Trusts

JDRF