Charitable Gift Annuity

Gift Options

Questions? Contact Us
Development Office
The Trustees of Reservations
572 Essex Street
Beverly, MA 01915
978.921.1944
mylegacy@thetrustees.org

The Trustees Charitable Gift Annuity is ideal for an older donor seeking increased income and secure, fixed payments. A gift annuity is a simple contract between you and The Trustees. In exchange for your irrevocable gift of cash or securities, The Trustees promises to pay you or another beneficiary a fixed amount every year for life. Quarterly payments may be current or deferred.

Eligibility:

  • Minimum Gift Amount: $25,000
  • Minimum Age of Beneficiary: 70

Benefits:

  • The opportunity to make a significant gift to The Trustees;
  • Predictable, stable income stream guaranteed for life;
  • Part of the payment is tax-free;
  • Favorable capital gains treatment for gifts of appreciated securities;
  • Current income tax deduction in year of gift.

Sample Annuity Rates
The Trustees follows the guidelines of the American Council on Gift Annuities.