Charitable Gift Annuity (CGA)

This planned gift is based on giving cash or securities in exchange for lifetime income, either immediate or deferred, to the donor. It is a contract between the donor and The Foundation and is backed by The Foundation’s total assets. The gift is a combination of a charitable gift and the purchase of an annuity. The Foundation will consider accepting a CGA only if The Foundation is beneficiary of at least 20% of the residual proceeds.

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Heidi H. McPherson Chief Executive Officer (805) 543-2323