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How It Works
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You transfer cash or securities to Winterthur.
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After the transfer, Winterthur pays you, or up to two annuitants you name, fixed income for life.
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The principal passes to Winterthur after the lifetime of all annuitants.
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Benefits
- You receive an immediate income tax deduction for a portion of your gift.
- Your annuity payments are guaranteed for life, backed by a reserve and the assets of Winterthur.
- Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
- You have the satisfaction of making a significant gift that benefits you now and Winterthur later.
More
To learn more about charitable gift annuities, e-mail us, complete the Information Request Form, or call us at 302.888.4878 so that we can assist you.
Winterthur Museum & Country Estate
Winterthur, DE 19735
302.888.4878 | Fax: 302.888.4685
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