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Charitable Annuity Trusts

A Charitable Gift-Plus Annuity allows you to make a gift to support the Ontario SPCA while at the same time receiving a guaranteed predetermined income for life. Income from a charitable gift annuity can have tax advantages.

It is an ideal choice if you are concerned about the amount of tax that you are currently paying on your interest-bearing investments. Annuities are high quality, guaranteed investments that provide regular payments to you and/or their spouse.

Benefits of Charitable Gift-Plus Annuities:

  • High Return
  • Tax-Free Income
  • Insured
  • Worry Free
  • Flexible
  • Convenient
  • Tailored
  • Reputable
  • Immediate Gift
  • Recognition

 

How does it work?

A charitable gift annuity is a contractual arrangement with a commercial annuity provider. The Ontario SPCA works with financial advisors to explore the variety of options available in the marketplace. The following information about you is required to obtain quotations – age, the annual payment amount you would like to achieve from the annuity and the lump sum you wish to transfer.

Please Seek Expert Advice: The Ontario SPCA strongly recommends professional advice to ensure that your financial goals are considered, your tax situation is reviewed and your planned gift is tailored to your personal circumstances.

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