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Receive Lifetime Payouts and Support Cal State East Bay

For more information and/or a personalized Charitable Gift Annuity calculation click here.

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Charitable Gift Annuity

With a Cal State East Bay Charitable Gift Annuity (CGA), you have benefits that include, fixed payments for life, tax savings, and the opportunity to support the important mission of the East Bay's University.

Request a no obligation, customized CGA sample by contacting Andrea Rouah at legacy.giving@csueastbay.edu

Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
CSUEB
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Benefits of a charitable gift annuity

  • Receive fixed payments to you or another annuitant you designate for life
  • Receive a charitable income tax deduction for the charitable gift portion of the annuity
  • Benefit from payments that may be partially tax-free
  • Further the charitable work of Cal State East Bay Educational Foundation with your gift

How a charitable gift annuity works

A charitable gift annuity is a contract between you and Cal State East Bay Educational Foundation.

  1. You transfer cash or property to Cal State East Bay Educational Foundation.
  2. In exchange, we sign an annuity contract and promise to pay fixed payments to you for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
  3. You will receive a charitable income tax deduction for the gift portion of the annuity.
  4. You also receive satisfaction, knowing that you will be helping further our mission.

If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax. Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity.

Contact us

If you have any questions about charitable gift annuities, please contact us. We would be happy to assist you and answer your questions.

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