Charitable Gift Annuity


Charitable gift annuities can be a wonderful way to secure fixed income, reap some immediate tax benefits and make a meaningful charitable gift at the same time.

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How it works:

  • A charitable gift annuity is a simple contract between you and Earlham.
  • In exchange for an irrevocable gift of cash or securities, Earlham agrees to pay one or two annuitants you name a fixed sum each year for life. The payments are guaranteed by the general resources of the institution. 
  • The older the designated annuitants are at the time of the gift, the greater the fixed income.

Benefits Include:

  • You qualify for a federal income tax deduction at the time of your gift.
  • Your designated annuitants will receive fixed payments for life.
  • In most cases, part of each payment is tax-free, increasing each payment's after-taxvalue.
  • If you give appreciated securities, you will pay capital gains tax on only part of the appreciation.
  • The remaining proceeds from the gift come to Earlham to support whatever purpose you designate.

Minimum Gift Required: $10,000

If you are interested in doing your own planned gift calculation for a Charitable Gift Annuity, please visit GiftCalcs' secure server.

Gifts That Pay Income for Life

For more information on
charitable gift annuities...

Kelly _tanner _kim
Kim Kelly Tanner
Associate Vice President for
Institutional Advancement/
Planned Giving
(765) 983-1631


Other Life Income Options:


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