Charitable Gift Annuities

Help myself now. Support my community forever.

You support your community. You recently retired and want to continue to be charitable but are concerned about income. Or, you are working, could benefit from a tax deduction now and want to plan for your retirement. You can establish a charitable gift annuity to pay you income for life and later create a permanent fund to support the causes of your choice forever.

Use the calculator below to find out your personal gift annuity rate.

Could a charitable gift annuity make sense for you?

John P.W. and Kitty Kelly.

Dr. John P. W. Kelly established a charitable gift annuity through The Community Foundation that will create a permanent fund to support the Clifford Beers Clinic, St. Martin de Porres Academy, New Haven Symphony Orchestra and the Oral and Maxillofacial Surgery Foundation.

Dr. Kelly is the former Program Director and Chief of OMS at the Hospital of St. Raphael and Clinical Associate Professor of Surgery at the Yale University School of Medicine. He retired from Yale New Haven Hospital in 2014. Dr. Kelly volunteers with Health Volunteers Overseas, having completed trips to Africa and Cambodia, and continues to serve as a team physician for the Boston Bruins, which has done since 1990.

“What prompted me to set up my gift annuity was information I heard at a Community Foundation workshop (Chuck Loring’s “Purposeful Boards”), as well as future uncertainty about income sources as I got ready to retire. I had money to donate now, but still wanted to receive an income—the rates were very attractive compared to a bank and I am guaranteed to have the benefit of that income for as long as I need it and my fund will support the causes I care about forever.”

Dedicated to his community—Past-President of the American Board of Oral and Maxillofacial Surgery and current member of the Board of Directors of the New Haven Symphony and St. Martin de Porres Academy—Dr. Kelly wanted to make sure to provide for the causes he has cared about during his lifetime.