Charitable Gift Annuities

Make a gift and get a fixed income for life: how it works.

  • The Orange County Community Foundation issues and insures these annuities on our behalf. Annuities are backed by the assets of OCCF and furthered insured to guarantee your rate of return.
  • Rates are set by the American Council on Gift Annuities, based on one’s age and current interest rates.
  • You make an irrevocable transfer of cash or appreciated assets to the for the benefit of the Laguna Beach Seniors Endowment at the Orange County Community Foundation.
  • You receive an immediate income tax deduction for a portion of your gift.
  • If your fund your annuity with appreciated assets, you will also avoid capital gains tax.
  • Your annuity payments are guaranteed for life.
  • Your payments are partially tax-free.
  • At your death, the remaining funds pass to Laguna Beach Seniors.

To Join the Susi Q Legacy Society, Please Contact Executive Director Nadia Babayi.

Skip to content