Charitable Gift Annuity

Gift Options

Questions? Contact Us
Development Office
The Trustees of Reservations
572 Essex Street
Beverly, MA 01915

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.


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


  • 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.