Charitable Gift Annuity - Immediate

How It Works

You transfer cash or securities to BGEA.

BGEA pays you, or up to two annuitants you name, a lifetime annuity.

The remaining principal passes to BGEA when the contract ends.

Benefits

  • You receive an immediate income tax deduction for a portion of your gift.
  • Your lifetime annuity is backed by a reserve and the full assets of BGEA.
  • Your annuity payments are treated as part ordinary income, part capital gains income, and part return of principal.
  • You have the satisfaction of making a significant gift that benefits you now and BGEA later.

For More Information

E-mail us, complete the personal illustration form, or call us at (877) 247-2426 so that we can assist you through every step of the process.