A Charitable Gift Annuity enables you to transfer cash or marketable securities to the Miller-Dwan Foundation in exchange for a current income tax deduction and our promise to make fixed annual payments to you for life. Payments can begin immediately or can be deferred to some future date.

A Charitable Gift Annuity offers many benefits to the donor:

• It provides an immediate income tax deduction to the donor in the year the property is transferred to charity.
• It pays a lifetime income to one or two individuals, which can include the donor, part of which is federal income tax-free.
• The income payout from the gift annuity can begin immediately or can be deferred until some future start date.
• The charity's promise to pay the annuity is backed by the general assets of the charity.
• Capital gains tax liability can be spread over life expectancy if the donor is the annuitant.
• It removes the transferred assets from donor's gross estate for federal estate tax purposes.

Input Descriptions

Full Name. Please enter the full name of the donor as you would like it to appear on the report.

Transfer Value. Enter the combined fair market value of all assets you would like to transfer. This can be as little as $10,000 or as much as $100,000,000.

Beneficiary 1 DOB. Enter your date of birth as MM/DD/YYYY (e.g. 10/21/1932). The year must include the century.