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Gift illustration

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Complete gift description

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Is this gift for you?

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Gift example

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Deferred gift annuity

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Charitable Gift Annuities

How it works

You transfer cash or securities to Woodland Healthcare Foundation.

Woodland Healthcare Foundation pays you, or up to two annuitants you name, fixed payments for life.

The principal passes to Woodland Healthcare Foundation when the contract ends.

Benefits

  • You receive an immediate income-tax deduction for a portion of your gift.
  • Your annuity payments are guaranteed for life, backed by Woodland Healthcare Foundation's reserve and assets.
  • Your annuity payments may be treated as part ordinary income, part capital-gains income (15 percent), and part tax-free income, depending on the assets used to fund the annuity.
  • You can make a significant gift that benefits you now and Woodland Healthcare Foundation later.

Consider a charitable gift annuity if you:

  • Want to make a significant gift to Woodland Healthcare Foundation and receive lifetime payments in return
  • Are 65 years of age or older
  • Want to maximize the payments you receive from your planned gift – and you want to lower your income tax on those payments
  • Want the security of payment amounts that won't fluctuate during your lifetime
  • Appreciate the safety of your payments being a general financial obligation of the institution

Related Links

More about charitable gift annuities
Gift example
Deferred charitable gift annuity
Single Life CGA Rates
Two Lives CGA Rates

For assistance with this gift plan, please complete the request information form or contact Kevin Duggan at (530) 669-5680 or e-mail to Kevin.Duggan@DignityHealth.org.