Gifts That Pay You Income

Supplement your retirement income while you protect animals for years to come.

If you’re thinking about this gift, we recommend consulting your financial advisor and PETA to select the gift that’s right for you.

Charitable Gift Annuities

If you would like to receive significant tax benefits while making a gift that pays you—and/or a loved one—fixed payments for life, consider a PETA charitable gift annuity.

Benefits to you include:

How Does It Work?

• You donate U.S.-generated cash or securities worth $10,000 or more to PETA. You must be age 60 or older when your payments start.
• You (and/or a second beneficiary) receive payments for life in return.
• Your payment rate is based on your age and will never change, no matter how long you live or how the market fluctuates.
• If you don’t need income right away or haven’t reached age 60, you can defer your payments for one year or more. The longer the deferral period, the higher your rate will be.
• Make your gift by December 31, and you may be able to reduce your current year tax burden.
• Avoid some capital gains taxes when you use appreciated securities to make your gift.

• If you are age 70.5 or older, you may be able to make a one-time Qualified Charitable Distribution (QCD) of up to $53,000 from your IRA to fund a gift annuity.

Charitable Remainder Trusts

A charitable remainder unitrust with PETA can provide you and/or other beneficiaries with income for life or for a fixed number of years. You will receive an immediate income tax deduction for a portion of your contribution to the unitrust and savings on capital gains taxes (if you fund your trust with appreciated assets). You will also have the satisfaction of making a significant gift that benefits you now and PETA later. With this type of gift you can:

• Receive lifetime income for yourself and/or a loved one.
• Sell your appreciated securities or real estate and avoid capital gains tax on the transfer.
• Receive an income tax deduction and reduce or eliminate estate taxes.
• Convert low-yield or non-income producing assets into a lifetime stream of income.

A CRT can be established using a wide variety of assets, including: cash, appreciated publicly traded stock, real estate, closely held stock or oil, gas and mineral interests. Contact us to discuss your situation.

Please contact us if you’d like to discuss the gift options available to you and determine which is best for you now and in the future.

This information is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance. Please request our Gift Annuity Disclosure Statement for additional information.