"In the Beginning, all America was Virginia."
William Byrd II
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Charitable gift annuities: Your partnership with the VHS

A charitable gift annuity turns your cash or securities into a gift for the VHS, which guarantees to make fixed quarterly payments for as long as either annuitant(s) lives.

Gift annuities benefit both the VHS and yourself. They

  • may be established with gifts of cash or securities valued at $10,000 or more.
  • may make payments to either one or two people, for life.
  • make fixed payments based upon the age of the annuitant(s) when the annuity is established. (The older the annuitant(s) are, the higher the fixed percentage payment rate will be.) View a table for current gift annuity rates.

You and the VHS, working together

Do you own appreciated securities that produce little income? Do you hesitate to sell this asset because of liability for capital gains tax?

Your gift annuity brings you:

  • Avoidance of capital gains tax on appreciated property transferred in exchange for the annuity;
  • An immediate and significant charitable deduction from income tax, as provided by law;
  • Stable, substantial income backed by the assets of the VHS, and
  • A major gift that will perpetuate the society’s work, and your support for it.

Want to see an illustration? Our gift calculator can help you illustrate a charitable gift annuity based upon information specified by you.

Other planned giving options available:

  • Bequests
  • Retirement plan gifts
  • Charitable remainder trusts
  • Charitable lead trusts
  • Insurance policies

This gift option also entitles you to  membership in the Virginia Historical Society’s Virginia Heritage Registry.

This website presents general information only and should not be construed as legal financial, accounting, or other professional advice. Please seek professional assistance to determine how any giving approach discussed here might impact your situation.