Planned Giving

Turn Your Generosity Into Lifetime Income

Charitable Gift Annuities

Payments for Life

Learn more about the many benefits of a charitable gift annuity in our FREE guide Strengthen Your Future With a Charitable Gift Annuity.

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When you are looking for ways to help Saint Mary's College of California with our mission, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support Saint Mary's work while receiving fixed payments for life is a charitable gift annuity.

Not only does this gift provide you with regular payments and allow us to further our work, but when you create a charitable gift annuity with Saint Mary's you can receive a variety of tax benefits, including a federal income tax charitable deduction.

A CHARITABLE GIFT ANNUITY may provide a solution for your goals. Refer to your age and the corresponding payout amount in the table. In addition to regular payments you will receive an income tax deduction and partial tax-free income. ONE LIFE TWO LIVES
AGE PAYOUT RATE AGE PAYOUT RATE
60
65
70
75
80
85
90+
4.4
4.7
5.1
5.4
6.0
7.2
9.0
70/65
70/70
75/70
75/75
80/75
80/80
4.4
4.6
4.8
5.0
5.3
5.7

Delay Your Payments

If you are younger than 60 or don't need your payments immediately, you can set up a deferred gift annuity. This allows you to delay receiving payments until a later date—such as when you reach retirement. To learn more, view and download the FREE guide Plan for Retirement With a Deferred Gift Annuity.

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See How It Works

Learn How to Fund It

You can use the following assets to fund a charitable gift annuity:

Showing Up for Decades: Ken and Patricia Vincent

Ken and Patricia VincentThey are major supporters of the new Louis Guisto Baseball Field and perennial President's Circle donors-making annual gifts of $5,000 or more to Saint Mary's. Further, their legacy to the College will live on in perpetuity through their endowed scholarship, established in 1999: the Ken & Patricia Vincent Endowed Baseball Scholarship Fund. Through this endowment, the Vincents meet their objective of securing financial assistance for Gael student-athletes every single year. Keep reading »

Calculate Your Benefits

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Next Steps

  1. Contact Douglas D. Hansen at (925) 631-4218 or ddh3@stmarys-ca.edu for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with Saint Mary's.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Saint Mary's in your plans, please use our legal name and federal tax ID.

Legal Name: Saint Mary's College of California
Address: 1928 Saint Mary's Road, Moraga, CA 94575
Federal Tax ID Number: 94-1156599