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Charitable Gift Annuity

A charitable gift annuity is a simple agreement between you and the Roper St. Francis Foundation. In exchange for a gift of cash or appreciated assets, you receive fixed payments for life.

 

How It Works

  • You transfer cash or securities to the Roper St. Francis Foundation. Our minimum suggested gift requirement is $10,000.
  • Roper St. Francis Healthcare pays you, yourself and a spouse, or any two beneficiaries you name, fixed payment for life.
  • Beneficiaries are recommended to be at least 60 years of age at the time of the gift.
  • The remaining balance passes to Roper St. Francis when the contract ends.

Benefits

  • Receive more income for your money because of higher rates.
  • Receive dependable cash-flow for life, regardless of fluctuations in the market.
  • In many cases, receive payments at a rate higher than the interest you are currently receiving on investments.
  • Receive an immediate income tax deduction for a portion of your gift.
  • A portion of your annuity payment will be tax-free for a number of years.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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Roper St. Francis Foundation
125 Doughty Street, Suite 790
Charleston, SC 29403

Phone: (843) 720-1205
foundation@rsfh.com

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