Your Legacy Matters...

Planned Giving

Welcome! We are pleased that you have an interest in learning about the many benefits of making a planned gift. We are ready to help you establish your legacy and have a lasting impact on Coe College. Planned giving can maximize your support for Coe while you achieve your personal financial and philanthropic objectives. If you have any questions about the best way for you to benefit through a planned gift, please contact one of the following members of our Advancement Team.

David Hayes
Vice President for Advancement
Debbie Green
Senior Development Officer
Megan Ruffles
Development Officer

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Charitable Gift Annuity

You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life.

Charitable Gift Annuity
Stock or Cash
Gift Annuity
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Benefits of a charitable gift annuity

  • Receive fixed payments to you or another annuitant you designate for life
  • Receive a charitable income tax deduction for the charitable gift portion of the annuity
  • Benefit from payments that may be partially tax-free
  • Further the charitable work of Coe College with your gift

How a charitable gift annuity works

A charitable gift annuity is a way to make a gift to support Coe College.

  1. You transfer cash or property to Coe College.
  2. In exchange, we promise to pay fixed payments to you for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
  3. You will receive a charitable income tax deduction for the gift portion of the annuity.
  4. You also receive satisfaction, knowing that you will be helping further our mission.

If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax. Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity.

Contact us

If you have any questions about charitable gift annuities, please contact us. We would be happy to assist you and answer your questions.

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