Office of Institutional Advancement

Charitable Gift Annuity

You can make a gift and receive guaranteed fixed payments for life.

How it works

  1. You transfer cash or appreciated securities to Jefferson. The minimum gift amount is $10,000. 
  2. Jefferson pays you (or up to two annuitants you name) income for life.
  3. The remaining principal passes to Jefferson when the annuity contract ends and is used in the manner you specified in your contract. 

Benefits

  • You receive an immediate income tax deduction for a portion of your gift. 
  • Your annuity payments are treated as part ordinary income, part capital gains income, if applicable, and part tax-free return of principal. 
  • You have the satisfaction of making a significant gift that benefits you now and Jefferson later.
Gift Annuity

Questions? Contact the Planned Giving team:

Lisa W. Repko, JD
Senior Director, Planned Giving
P: 215-955-0437, Lisa.Repko@jefferson.edu

Kathy Sarlson
Associate Director, Planned Giving
P: 215-955-9259, Katherine.Sarlson@jefferson.edu