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About the Charitable Gift Annuity

You care deeply about charitable giving and your legacy for future generations. Yet you rely on investment income to supplement your lifestyle or provide for those you care about. The Raymond James Charitable Gift Annuity is one of the easiest ways to establish a plan for giving and provide a lifetime of reliable annuity payments. In addition, the Raymond James Charitable Gift Annuity provides a benefit not typically found with traditional gift annuities, the ability to change your mind about the ultimate beneficiary.

Would you like a partial tax deduction for a charitable contribution, or would you like to be spared the capital gains tax associated with cashing in highly appreciated assets?

Charitable Gift Annuity basics

A charitable gift annuity is a simple contract between a donor and the Raymond James Charitable Endowment Fund (RJCEF). In exchange for an irrevocable gift of $50,000 or more in cash or marketable securities, the RJCEF will promise to pay one or two “annuitants” a fixed sum either monthly, quarterly, semi-annually or annually for life. Upon the death of last annuitant, the remaining account balance will either be distributed to an approved charity of your choice, or it will be transferred to a RJCEF Donor Advised Fund to be held as your lasting philanthropic legacy and advised by a person of your choice.

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