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How You Can Help
Charitable Gift Annuity
A charitable gift annuity is a simple agreement between you and The White House Historical Association. In exchange for a gift of cash or appreciated assets, you receive fixed payments for life.
How It Works
- You transfer cash or securities to The White House Historical Association. Our minimum gift requirement is $10,000.
- WHHA pays you, yourself and a spouse, or any two beneficiaries you name, fixed payments for life.
- Beneficiaries are recommended to be at least 65 years of age at the time of the gift.
- The remaining balance passes to WHHA when the contract ends.
Benefits
- Receive more income for your money because of higher rates.
- Receive dependable cash-flow for life, regardless of fluctuations in the market.
- In many cases, receive payments at a rate higher than the interest you are currently receiving on investments.
- Receive an immediate income tax deduction for a portion of your gift.
- A portion of your annuity payment will be tax-free for a number of years.
- Are you a younger donor? Consider a deferred gift annuity.
Next
- More detail on Gift Annuities.
- Frequently asked questions on Gift Annuities.
- Contact us so we can assist you through every step.
Contact Us
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.
Chandler Battaile, Associate Vice President, Development
cbattaile@whha.org, legacygiving@whha.org
202-819-0164
cbattaile@whha.org, legacygiving@whha.org
202-819-0164