- Can Pilgrim Place provide Charitable Gift Annuity contracts?
- Should I inform Pilgrim Place if I’ve included the organization in my will?
- Does Pilgrim Place accept gifts of stock?
Q. Can Pilgrim Place provide Charitable Gift Annuity contracts?
A. Yes, this form of planned giving provides a steady, set income for one or two lives while providing tax advantages to the participant(s). To calculate the interest rate we need the age(s) of the donor(s). Gift Annuities also provide current and future savings on income taxes. Minimum amount of a Gift Annuity is $5,000.
Q. Should I inform Pilgrim Place if I’ve included the organization in my will?
A. Yes, Pilgrim Place would want to thank you for the gift you plan to give.
Q. Does Pilgrim Place accept gifts of stock?
A. Yes, we do. Stock transfers are a simple transaction. Your stock broker can transfer your gift directly into our account. You can avoid tax on capital gains and receive an immediate charitable deduction for the fair market value.
