A Charitable Gift Annuity is a simple, secure arrangement that benefits Samaritan’s Purse, provides an income to you and/or a loved one, and offers substantial tax benefits. You may make a gift of $10,000 or more with cash or appreciated stocks—part of which is tax-deductible—and receive fixed annuity payments for life or for an agreed term. The remainder of your gift goes to support the work of Samaritan’s Purse at the end of the annuitant(s) lifetime or at the end of the agreed term.
Samaritan's Purse ofrece cuatro tipos de donaciones anuales: pago inmediato, deferido, deferido flexible y conmutado. Las tasas de pago varían dependiendo de la cantidad de beneficiarios, la edad del donante, la fecha de la donación y la fecha de inicio de los pagos. Puede que recibas pagos anuales, semi-anuales, cuatrimestrales o mensuales. Puedes calcular los detalles de tu donación usando el enlace del ilustrador de donaciones a continuación. Si estás listo para el siguiente paso de establecer una donación benéfica anual, completa la solicitud de una página en tu computadora o imprímela, llénala a mano y envíanosla por correo.
Effective January 1, 2023, the SECURE Act 2.0 allows traditional IRA account holders a one-time option to donate directly from their IRA to fund a life-income gift. This Qualified Charitable Distribution (QCD) comes tax-free to Samaritan's Purse directly from your IRA administrator and can fund a Donación benéfica anual (CGA) for up to $50,000. The CGA pays income to you, your spouse, or both of you for your lifetime(s), beginning immediately. If your spouse also has a traditional IRA, talk to your tax advisor to see if your spouse can contribute an additional $50,000 for a combined $100,000 CGA. Your annuity rate must be 5% or higher and all QCD-CGA payments will be taxed as ordinary income. You must be 70-1/2 or older to make a QCD and your gift is not tax deductible.
El estado de Nueva York publica de forma independiente las tasas de pago máximas permitidas para las anualidades de donaciones benéficas, por lo que, si te encuentras en Nueva York, por favor llama a nuestro equipo de legado para verificar la tasa.
If you have questions about Charitable Gift Annuities, please contact our legacy planning team at stewardship@samaritan.org or 833-345-3422.
