Overview

A Charitable Gift Annuity enables you to transfer cash or property to the Florida Conference of Seventh-day Adventists in exchange for fixed payments to you for life — at a rate based on your age. A minimum gift of $10,000 is required to establish a gift annuity.

In addition to lifetime income, you receive a charitable income tax deduction for the gift portion, and payments may include a tax-free component — meaning more of your income stays in your pocket.

How It Works

1

Transfer Assets

Provide cash, appreciated securities, or other qualifying assets to the Florida Conference. The minimum to establish a gift annuity is $10,000.

2

Receive Fixed Payments for Life

The Conference promises fixed payments to you (or a designated annuitant) for life. Payment amounts are determined by your age at the time of the gift — older donors receive higher rates.

3

Claim a Charitable Tax Deduction

You receive a charitable income tax deduction for the gift portion — the difference between the assets transferred and the present value of the payments you will receive.

4

Advance the Mission

The remainder of your gift ultimately supports the work and mission of the Florida Conference of Seventh-day Adventists, leaving a lasting legacy.

Funding Options

Cash Gifts

Fund your gift annuity with cash. A significant portion of the annuity payments you receive will be tax-free, reducing your overall tax burden.

Appreciated Securities

Donate appreciated stocks or bonds and avoid capital gains taxes on the appreciation — while still receiving the full fair market value as your gift amount.

Other Assets

Additional asset types may qualify. Contact our Planned Giving Specialists to explore all funding possibilities for your situation.

Contact

Planned Giving Specialists

407-644-5000 ext. 2240 or 2242

planned.giving@floridaconference.com