CHARITABLE GIFT ANNUITY

How It Works

You transfer cash or securities to RTS.

RTS pays you, or up to two annuitants you name, fixed income for life.

The principal passes to RTS 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 a reserve and the assets of RTS.

  • Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.

  • You can have the satisfaction of making a significant gift that benefits you now and RTS later.

More


To learn more about charitable gift annuities, Email us, complete the Information Request form, or call us at so that we can assist you.

(Back to All Gifts-at-a-Glance)