In my conversations with alumni and friends, one question often rises to the surface: How can I support the causes I care about while also caring for my own financial future?

One option worth considering is a Charitable Gift Annuity.

A charitable gift annuity allows you to make a meaningful gift to Garrett while also receiving fixed payments for life. In exchange for a gift of cash or appreciated securities, Garrett provides dependable payments based on your age—payments that remain fixed regardless of market fluctuations. 

For many, a charitable gift annuity offers:

• Fixed payments for life
• A charitable income tax deduction
• Potential tax advantages when funded with appreciated assets
• The joy of supporting future generations of spiritually adventurous, intellectually daring, and deeply faithful leaders 

Some individuals choose a current gift annuity and begin receiving payments within the year. Others establish a deferred gift annuity, allowing payments to begin later—often in retirement—which can result in larger payments down the road.

Most importantly, a charitable gift annuity can provide peace of mind: dependable income for you, and a lasting investment in Garrett’s mission and students.

If you are curious whether a charitable gift annuity might make sense for you, I would be honored to help.

At no cost and with no obligation, I can provide a personalized charitable gift annuity illustration showing potential payment amounts, tax benefits, and how this type of gift could align with your goals.

You can also learn more here: Garrett Charitable Gift Annuities

Simply reply to this email or contact me directly, and I would be happy to prepare a personalized illustration for you.

With gratitude,

Shane

Shane A. Nichols (G-ETS 2002)
Assistant Vice President for Development
[email protected]
847.866.3866