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Charitable Rollover Gift Annuity rules and limitations:
- You can exercise this option only once during your lifetime.
- There is an aggregate limit of $53,000 for 2024.
- The entire payment you receive from your charitable gift annuity will be subject to income tax.
- You can include your spouse as a recipient of the annuity payment.
- There is no income tax deduction for this contribution, although there is no tax on the QCD either.
Tax information provided on this webpage is for illustrative purposes only. Before making any decision, we encourage you to consult with your tax advisor.
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