Pat and Shelly were recently married. They had both been dedicated volunteers at their favorite charity for many years. They wanted to make certain their programs continued even after they were gone.
Pat: We appreciated the organization's work. We hoped to register our commitment and support by making a gift that would last well into the future.
Shelly: A staff member at the organization asked us to consider making a gift to the endowment. We learned that the endowment was a fund that served as a permanent source of income for the organization's projects.
Pat: I liked that giving to the endowment would help my favorite charity continue its programs on an ongoing basis.
Shelly: I also felt that the gift would provide a legacy for me and Pat. We were both thrilled that our gift would keep on giving to a cause we love.
The support of donors like Pat and Shelly makes our work possible. When you make an endowment gift, your gift is maintained in perpetuity and creates a lasting, meaningful difference. Please contact us to learn how to create your legacy through an endowment gift.
*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.