LEAVE A LEGACY: JOIN THE SUSI Q LEGACY SOCIETY

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Charitable Gift Annuities

MAKE A GIFT AND GET A FIXED INCOME FOR LIFE: HOW IT WORKS.

• The Orange County Community Foundation issues and insures these annuities on our behalf. Annuities are backed by the assets of OCCF and furthered insured to guarantee your rate of return.
  
• Rates are set by the American Council on Gift Annuities, based on one’s age and current interest rates.
  
• You make an irrevocable transfer of cash or appreciated assets to the for the benefit of the Laguna Beach Seniors Endowment at the Orange County Community Foundation.
  
• You receive an immediate income tax deduction for a portion of your gift.
• If your fund your annuity with appreciated assets, you will also avoid capital gains tax.
  
• Your annuity payments are guaranteed for life.
• Your payments are partially tax-free.
• At your death, the remaining funds pass to Laguna Beach Seniors.

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Please Note: We always recommend that our donors consult with their financial advisors before making a planned gift to the Laguna Beach Seniors Endowment.

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