Charitable Gift Annuities

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How It Works

You transfer cash or securities to The Hotchkiss School.

After the transfer, The Hotchkiss School pays you, or up to two annuitants you name, fixed income for life.

The principal passes to The Hotchkiss School when the contract ends.

Benefits

  • You receive an immediate income tax deduction for a portion of your gift.
  • Your annuity payments are guaranteed for life, backed by a reserve and the full assets of The Hotchkiss School.
  • Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
  • You have the satisfaction of making a significant gift that benefits you now and The Hotchkiss School later.

More

To learn more about charitable gift annuities, Email us, complete the Information Request Form, or call us at (860) 435-3263 so that we can assist you.