These calculations are estimates of gift benefits; your actual benefits may vary.

NEW for 2023: If you are 70 1/2 or older you can make a one-time Qualified Charitable Distribution of up to $50,000 from your IRA to fund a Charitable Gift Annuity (CGA). The charitable deduction is $0 and the tax free portion is $0.

If you are considering a gift annuity and live in New York State, please contact us.