More about Gift and Bequest Planning
Consider a charitable gift annuity
You transfer cash or publicly traded securities to Mills in exchange for our guarantee to pay you fixed income during your lifetime. This type of gift qualifies for a significant tax deduction, and gifts of appreciated securities partially bypass capital gains tax.
In addition, a charitable gift annuity can benefit a loved one, giving you peace of mind that they will receive fixed income for life, partially tax-free. As the donor, you may qualify for a charitable tax deduction.
A charitable gift annuity may make it possible for you to make a larger contribution to your class' 50th Reunion gift fund—or another significant gift—than you might have thought possible. Call 1.877.PG.MILLS (877.746.4557) or email firstname.lastname@example.org for more information.
Annuity rates are determined by the age of the annuitant at the time the annuity goes into effect. The minimum age is 55. The minimum gift amount is $15,000.
Sample gift annuity rates as of January 1, 2012, for one income recipient
Mills offers charitable gift annuities in the following states and district: Arizona, California, Colorado, Delaware, District of Columbia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Massachusetts, Michigan, Minnesota, Nebraska, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Utah, Vermont, Virginia, and Wyoming.
Gift and Bequest Planning
Aurelia Henry Reinhardt Society
Office of Institutional Advancement
Toll-free phone: 877.PG.MILLS (877.746.4557)