Giving
Charitable Gift Annuity
When you establish a charitable gift annuity, you and/or others receive fixed payments
for life, and HBS receives the remainder. You can begin receiving payments immediately
or defer them to a future date of your choice. Annuity rates are determined by several
factors.
Benefits
- Quarterly fixed payments for life to you and/or the people you choose
- Charitable income tax deduction
- Potential reduction in capital gains and estate taxes
- A portion of the payments may be tax-free if you establish the annuity with cash or high-basis stock
- Your class receives credit for the full amount of your gift
- Membership in the John C. Whitehead Society
How it Works
- You can create a CGA with a gift of cash or stock. The minimum gift is $25,000.
- You choose whether payments begin immediately or on a future date that you specify.
- Each quarter, you and/or your chosen beneficiary receive a fixed payment.
- When your gift annuity ends, HBS receives the remainder and will use it for the purpose you specified.
Use our gift calculator to see how a CGA can work for you
John C. Whitehead Society
Recognizing alumni and friends who make planned gifts to HBS
Donor Stories
Douglas Spreng (MBA 1967)
Douglas Spreng established a charitable gift annuity to honor his 50th Reunion and
support HBS for the next 50 years.
Gary (MBA 1963) & Terie Roubos
Establishing a charitable gift annuity enabled Gary and Teri Roubos to make a bigger
gift than they had thought possible while also fulfilling their financial goals.