CHARITABLE GIFT OFFICE | Endowment Partners

Establish Your Organization's Charitable Gift Annuity Program With Endowment Partners.

What is a Charitable Gift Annuity?

A Charitable Gift Annuity (CGA) is a lifelong contract between a donor and a 501(c)(3) qualified public charity.

Under this contractual agreement the donor makes a donation, and the qualified public charity invests the gift and pays the donor a fixed income for life.

The annual payment to the donor is a fixed and predetermined amount based on their age, life expectancy, and whether there are one or two beneficiaries.

At the end of the donor's life, the charity is entitled to the remainder of the gift. The target value of the gift at conclusion of the contract is 50% of the original value of the gift.

What are the benefits for your organization?

There is more certainty with a CGA than bequest because the gift realized today and irrevocable. With a bequest, donor could change their estate plan at any time (plans often in the last 10 years of life).
Offering a CGA program increases your philanthropic sophistication which can help enhance donor confidence.
A CGA program allows for individuals to make a significant gift who otherwise would not be able to without a lifetime income component.
By establishing a CGA program, you are making a commitment to your organization’s long-term sustainability and ensuring your mission will be carried out generations from now.

What are the benefits for your donor?

Income for life AND fulfillment of their charitable intentions during their

lifetime. As well as many various tax benefits, which could include:

Ability to donate various types of assets including; cash, securities, and retirement account holdings or distributions which may create a reduction or elimination of capital gains tax liability for appreciated assets.
An immediate (partial) tax deduction based on the donors life expectancy and the anticipated income stream, the year the CGA is established. Additionally, a portion of the annual income from the annuity may be tax-free.

What We Do

Partner With Us

What sets Endowment Partners Charitable Gift Office apart is that we go beyond investment management to offer our clients a comprehensive suite of services that are essential to fulfilling their objectives. These services include:

Establish your CGA investment account
Assist with compliance requirements for your state and your donor's state.
Establish the Investment Policy Statement for your CGA investments
Provide marketing materials for your CGA program.
Assist with donor meetings and supply customized CGA donor proposals.
Produce individualized CGA contracts for you and your donor.
Assist with the asset transfer from your donor to your CGA investment account.
Manage the investment strategy for your CGA investment account
Process lifetime payments to your donors
Provide annual tax documents (form 1099-R) to your donors
Provide performance reports for your CGA investment account
Provide fund accounting reports for all funds held within your pooled CGA investment account.

Meet Our Founders

Please contact Heather Nepa to schedule a meeting with our philanthropic investment professionals to discuss your organization’s specific needs.

Schedule Your Complimentary Exploratory Session

CONTACT

LOCATION

OPENING HOURS

Email: info@endowmentpartners.com
Phone: 702.842.2000

Endowment Partners, LLC
300 South 4th Street, Suite 1015

Las Vegas, NV 89101

Monday - Sunday:

by appointment only

Endowment Partners, LLC is an Investment Adviser registered with the State of Nevada. All views, expressions, and opinions included in this website are subject to change. This website is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.