A charitable gift annuity is a gift that gives back. An annuity allows you to make a generous gift to NAMI and in return you and/or another beneficiary will receive a fixed stream of income from NAMI for the rest of your life. You may also be eligible to claim a partial charitable tax deduction when you set up your charitable gift annuity.
How it Works:
- You donate $5,000 or more in cash, securities or other property.
- You and/or your beneficiary receive fixed annual payments for life at a very attractive rate based on the age(s) of the beneficiaries.
- You can begin receiving payments immediately (if you are 60 or older) or defer payments for a year or more.
- You may be eligible for an immediate tax deduction. If you donated appreciated property, you may save on capital gains taxes as well.
- This ensures a generous gift to NAMI and steady, lifetime income for you.
How to Get Started:
NAMI partners with Charitable Gift America to facilitate the process of creating an annuity. For free, no obligation information, please reach out to Charitable Gift America directly at [email protected] or 904-395-3997. You can also visit their website for more information.