Charitable Gift Annuities

Gifts That Pay You Income

With a charitable gift annuity you agree to make a gift to Audubon and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life. The balance is used to support our work.

This type of donation can provide you with regular payments for life and allow Audubon to further our mission. You can also qualify for a variety of tax benefits depending on how you fund your gift.

If you fund your gift annuity with cash or appreciated property, you qualify for a federal income tax deduction if you itemize. In addition, you can minimize capital gains taxes when you fund your gift with appreciated property.

And now, you can fund your gift using your IRA assets. If you are 70½ and older, you can make a one-time election of up to $53,000 to fund a gift annuity. While your gift does not qualify for an income tax deduction, it lowers your taxable income and counts toward all or part of your required minimum distributions.

Audubon's minimum is $10,000 to establish an annuity. Beneficiaries must be age 65 or older when they begin receiving payments.

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Gifts That Pay

Your payments depend on your age at the time of the donation. If you are younger than 65, we recommend that you learn more about your options and download this FREE guide Deferred Gift Annuities: Plan Now, Benefit Later.

See How It Works

An Example of How It Works

Couple smiling Dennis, 75, and Mary, 73, want to make a contribution to Audubon but they also want to ensure that they have dependable income during their retirement years. They fund a $25,000 charitable gift annuity with appreciated stock that they originally purchased for $10,000.

Based on their ages, they will receive a payment rate of 6.0%, which means that they will receive $1,500 each year for the remainder of their lives. They’re also eligible for a federal income tax charitable deduction of $8,792* when they itemize.

*Based on a 5.2% charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.

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Next Steps

Contact us at 212-979-3033 or plannedgifts@audubon.org for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with Audubon.
Seek the advice of your financial or legal advisor.
If you include Audubon in your plans, please use our legal name and federal tax ID.

Legal name: National Audubon Society, Inc.
Address: 225 Varick Street, 7th Floor, New York, NY 10014
Federal tax ID number: 13-1624102

Payments for Life

Learn more about the many benefits of a charitable gift annuity in our FREE guide Charitable Gift Annuities: Gifts That Give Back.