Charitable Gift Annuities

How It Works

	You transfer cash or securities to SDRI.
	After the transfer, SDRI pays you, or up to two annuitants you name, fixed income for life.
	The principal passes to SDRI when the contract ends.

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 Sansum Diabetes Research Institute.
• Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
• You can have the satisfaction of making a significant gift that benefits you now and SDRI later.

More

• Is this gift for you? Click here.
• Read more detail. Click here.

To learn more about charitable gift annuities, Email us, complete the Information Request Form, or call us at (805) 682-7638 so that we can assist you.