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Charitable Gift Annuity Examples

  • Brünnhilde, who is 80 years old, contributes $20,000 in securities (with an original cost of $8,000) to Seattle Opera for a gift annuity. With an annuity rate of 8.9%, she receives fixed, guaranteed payments of $1,780 per year as long as she lives. For the duration of her life expectancy, $459 of her annual payments will be tax-free, and $689 of them will be taxed as capital gain. She also receives a charitable deduction of $9,203 in the year of her gift.
  • Wotan, age 76, gives $10,000 cash to Seattle Opera for a gift annuity and he will receive $800 a year. $483 is tax-free for the first eleven years, after which, the remaining amount will be taxed as ordinary income. Also, his income-tax deduction for the year of his gift would be $4,294.

We would be more than happy to prepare a free illustration on how a charitable gift annuity can benefit you. From information you provide, this illustration will show you the guaranteed annual payments, the charitable tax deduction for you, and other information to help you in your decision.

Make your donation today with our easy-to-use online form.

Learn How

Tax ID Number: 91-0760426
To make a gift of stock, please contact Cossé International Securities with your name and the account number below.

DTC: 8153
Account: 011166771 (in the name of Seattle Opera)
Attention: Susan Arnold 
Phone: 206.624.6651
Fax: 206.682.0573

Or contact Jessica Breitbarth
Planned Giving Manager
206.676.5534
jessica.breitbarth@seattleopera.org

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