Planned Giving

A variety of planned and legacy gift options, including Estate Planning and Charitable Gift Annuities, allow the congregation to work with you to plan for our future. U.S. tax laws are framed to encourage these type of bequests, nurturing the idea of a philanthropic society.

A Charitable Gift Annuity is a planning tool that recognizes that the rewards of giving begin with the desire to make a gift. To create a CGA, a donor transfers an asset to charity. In turn, the charity agrees to make annual payments to the donor(s) for life. In addition to the satisfaction inherent in the act of giving, the CGA adds a tangible benefit in the form of an attractive annual income payment.

To discuss these and other estate planning options, please contact our Development committee at 802-442-9645 or email us at office@cbevermont.org.